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Wellspent public graph/Locations/United States/South Carolina
United States

Fee-only advisors in South Carolina

Fee-only advisors in Greenville, Columbia and Charleston, plus 46 other cities.

What fee-only financial advisors charge in South Carolina

By the numbers

The Wellspent public graph lists 301 fee-only financial advisors serving South Carolina at 169 firms, most in Greenville, Columbia and Charleston. 41% hold the CFP certification. Of the 301 with fees on file, 96% charge percentage of assets.

Advisors listed
301
Firms
169
Cities
51
Hold the CFP
41%
  • Other credentials: CFA 7% · EA 0% · ChFC 2%
  • How they charge (of 301 with fees on file): percentage of assets 96% · fixed fees 58% · hourly 56% · one-time planning fee 6%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving South Carolina (301)

Fee-only advisors serving South Carolina: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Charles Harper Harper Financial Planning LLC Columbia CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
John Gugle Gugle Wealth Advisory LLC Indian Land CFP, CDFA, CRPC, TPCP Flat fee or retainer, Ongoing planning fee
Charles Thomas Intrepid Eagle Finance Clover CFP, MBA Ongoing planning fee, Percentage of assets
Jim Mahaney One-time, tax-efficient retirement income plans for DIY investors entering retirement who want to skip ongoing AUM fees. Mavericus Retirement Services Georgetown CFP One-time planning fee
Brittany Wolff Wolff Financial Greenville CFP, AAMS Ongoing planning fee, Percentage of assets
Matthew McCoy Southbound Wealth LLC Rock Hill CFP Flat fee or retainer, Ongoing planning fee
Matthew Morris Multipath Wealth Management Columbia CFP, MSFP Ongoing planning fee
Myles Brandt Charleston Financial Advisors, LLC Charleston CFP, MS Percentage of assets, One-time planning fee
Clayton Quamme AP Wealth Management Columbia CFP Percentage of assets, Hourly
Colin Moynahan TWENTY FIFTY CAPITAL, LLC Mount Pleasant CFP Percentage of assets, Fixed fees
George Jameson Capital Wealth Group Columbia CFP, MBA Percentage of assets, Hourly
Grant Maddox Hampton Park Financial Planning Charleston CFP Flat fee or retainer, Ongoing planning fee
Manuel Martinez Charleston Wealth Advisors Mount Pleasant CFP Flat fee or retainer, Percentage of assets
Reggie Fairchild Flip Flops and Pearls, LLC Mount Pleasant CFP, MBA Percentage of assets, Hourly
Stephen Maggard Abacus Planning Group, Inc. Columbia CFP, MS, CAIA, CFA Percentage of assets, Hourly
Daniel Patterson Sweetgrass Financial Planning Mt. Pleasant CFP, MBA, EA Ongoing planning fee, Percentage of assets
David Hunter Horizons Wealth Management, Inc Greenville CFP One-time planning fee
Conrad Seastrunk Seastrunk Financial Management, LLC Florence CFP Percentage of assets, Hourly
Eden Bowen Fee-Only Financial Planning, L.C. Okatie CFP, MS Percentage of assets, Hourly
Brad Kingsley Kingsley Financial LLC Mount Pleasant CFP Percentage of assets, Hourly
Daniel Johnson Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Jeremy Finger Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Ramon Franklin Capital Focus Greenville CFP Percentage of assets, Hourly
Shawn Brunner Coastal Wealth Advisors Johns Island CFP One-time planning fee
Tyler Peterson Runey & Associates Wealth Management Mount Pleasant CFP Percentage of assets
Brandon Cabaniss Telos Partners Greenville CFP Percentage of assets, Hourly
Brandon Cox Coastline Complete Wealth Bluffton CFP Percentage of assets, Hourly
Claudia Bellars Bellars Harris Wealth Management Mount Pleasant CFP Percentage of assets, Fixed fees
Daniel Heidel Integritas Wealth Strategies Charleston CFP Percentage of assets, Hourly
Jamie Stone Means Wealth Management Greenville CFP, ChFC Percentage of assets, Flat fee or retainer
Jonathan Wallace Wayfinder Wealth Warriors Lexington CFA Flat fee or retainer, Hourly
Brett Fellows Oak Capital Advisors Mt. Pleasant CFP Percentage of assets, Ongoing planning fee
Charles Crouch CMC Wealth Management Lexington CFP Percentage of assets
Heidi Yoshida Oak Advisors Bluffton CFP Percentage of assets, Hourly
James Runey Runey & Associates Wealth Management Mount Pleasant CFA Percentage of assets
Jennifer Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Katherine Hollenbeck Keen Capital Chapin CFP, CFA Percentage of assets, Hourly
Laura Cook Flourish Financial Life Planning Anderson CFP Ongoing planning fee, One-time planning fee
Lisa Quadrini Brandywine Oak Private Wealth Kiawah Island CFP Percentage of assets
Michelle Myhre Oak Advisors Bluffton CFP Percentage of assets, Hourly
Robert Sokolowski Metis Wealth Bluffton CFP Percentage of assets, Hourly
Sarah Huie Oak Advisors Bluffton CFP Percentage of assets, Hourly
Steven Mullooly Mullooly Wealth Planning Clover CFP One-time planning fee, Percentage of assets
Thomas Gore Keen Capital Chapin CFP Percentage of assets, Hourly
Amy Fisher WebsterRogers Financial Advisors Florence CFP Percentage of assets, Hourly
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Charles Capasso Capasso Planning Partners Charleston CFP Percentage of assets, Hourly
Craig Ritter Continuum Wealth Management Greenville CFP Percentage of assets, Ongoing planning fee
Derek Lewis Catawba River Capital Lake Wylie CFP Percentage of assets, Hourly
Gregory Goff Goepper Burkhardt Greenville CFP, CFA Percentage of assets

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina