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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
Jared Crawford Rigden Capital Strategies Myrtle Beach CFP Percentage of assets, Hourly
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
John Burkhardt Goepper Burkhardt Greenville CFP Percentage of assets
Kellen Thayer Advisor.com Charleston Not listed Flat fee or retainer, Percentage of assets
Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” Reconstructing Wealth Daniel Island Not listed Percentage of assets, Flat fee or retainer
Michael O'Connor Capasso Planning Partners Charleston CFP Percentage of assets, Hourly
Michael Williamson Advisor.com Charleston Not listed Flat fee or retainer, Percentage of assets
Robert Flink Goepper Burkhardt Greenville CFP Percentage of assets
Steven Pickard Carswell Investments Daniel Island CFP Percentage of assets, Fixed fees
William Hardaway WebsterRogers Financial Advisors Florence CFP, PFS Percentage of assets, Hourly
Brooke Crawford Wise Planning York CFP Ongoing planning fee
Hans Blake Intelligent Investing Greenville CFA Percentage of assets, Hourly
John McNamara Highball Advisors Simsponville Not listed Percentage of assets
Joseph Baker Baker Asset Management Mount Pleasant CFP Percentage of assets
Mary Ivy Gordon Financial Mount Pleasant CFP Percentage of assets, One-time planning fee
Nancy Fellinger Sensible Money Pawleys Island CFP, ChFC Percentage of assets, Fixed fees
Patricia Bailey Bailey & Associates Investment Management and Financial Planning Columbia CFP Percentage of assets, Hourly
Paul Saunders Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Ty Kopke Silver Oak Leaf Financial Services Bluffton Not listed Ongoing planning fee
Tyler Batts Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Alexander Rasmussen WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Carson Strom WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Christopher Langlois Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
David Means Means Wealth Management Greenville Not listed Percentage of assets, Flat fee or retainer
James Behr Stillwater Private Wealth Mt. Pleasant Not listed Percentage of assets, Flat fee or retainer
James Blackwelder Anchor Investment Management Columbia CFP Percentage of assets, Fixed fees
James Fiske Colonial Trust Company Greenville CFP Percentage of assets, Fixed fees
Jeffrey Wildes Wildes Financial Strategies Georgetown CFP Percentage of assets, Hourly
Jordan Bryant Coastline Complete Wealth Bluffton Not listed Percentage of assets, Hourly
Joseph Anderson Colonial Trust Company Spartanburg CFP Percentage of assets, Fixed fees
Joseph Recznik Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
Kathryn Smith Colonial Trust Company Greenville CFP, PFS Percentage of assets, Fixed fees
Matthew McGee Integritas Wealth Strategies Charleston Not listed Percentage of assets, Hourly
Matthew Van Name Colonial Trust Company Spartanburg CFP Percentage of assets, Fixed fees
Michael Klaiber Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Kuehn Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Nix Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Robert Norman Anchor Investment Management Columbia CFP Percentage of assets, Fixed fees
Timothy Bellars Bellars Harris Wealth Management Mount Pleasant Not listed Percentage of assets, Fixed fees
Alfred Cerrati Oak Advisors Bluffton Not listed Percentage of assets, Hourly
Amanda Blake Intelligent Investing Greenville Not listed Percentage of assets, Hourly
Bryan Taylor Oak Street Advisors Mt. Pleasant CFP Percentage of assets, Hourly
Daniel Milks Fiduciary Organization Greenville CFP Percentage of assets, Hourly
Jeremiah Barwick Keen Capital Chapin Not listed Percentage of assets, Hourly
John Chiacchiero Oak Advisors Bluffton Not listed Percentage of assets, Hourly
Justin Luther Luther Wealth North Charleston CFA Percentage of assets
Kevin Myhre Oak Advisors Bluffton Not listed Percentage of assets, Hourly
Mike Hakimi Black Dog Financial Planning LLC Mount Pleasant CFP Percentage of assets, Hourly
Pam Horack Pathfinder Planning LLC Lake Wylie CFP Percentage of assets, Hourly
Philip Gibson Elation Wealth LLC Indian Land CFP, PhD Percentage of assets, Hourly

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina