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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
Richard VanDerNoord Van Der Noord Financial Advisors, Inc. Greer CFP Percentage of assets, Hourly
Ross Chawansky Flowrate Financial, LLC Mount Pleasant CFP Percentage of assets, Hourly
Bert Barre Colonial Trust Company Spartanburg CFA Percentage of assets, Fixed fees
Camp Wynn Colonial Trust Company Spartanburg CFA Percentage of assets, Fixed fees
Charles Anderson Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
David Poole Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Drake Wright WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
Edward Taylor Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
James Hunt PrimeTRUST Advisors Greenville Not listed Percentage of assets, Hourly
Jessica Harrington WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
Jonathan Shaw Catawba River Capital Lake Wylie Not listed Percentage of assets, Hourly
Jonathan Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Julian Hunt PrimeTRUST Advisors Greenville Not listed Percentage of assets, Hourly
Keith Bosco Verity Investment Partners Bluffton Not listed Percentage of assets, Fixed fees
Mark Seski Harvest Portfolio Management Isle Of Palms Not listed Percentage of assets
Paula Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Thomas Ledbetter Colonial Trust Company Greenville CFA Percentage of assets, Fixed fees
William Miles WebsterRogers Financial Advisors Columbia Not listed Percentage of assets, Hourly
William Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Brian Smith Southeast Financial Advisors Greenville Not listed Percentage of assets, Hourly
David Hone LCV Advisors Johns Island CFA Percentage of assets, Hourly
Dylan Tucker DWT Financial Bluffton Not listed Percentage of assets, Hourly
Gloria Maxfield Women's Worth Advisors Hilton Head Island, Sc Not listed Percentage of assets, Fixed fees
Jeremy Ellisor Convergent Financial Group Mount Pleasant Not listed Percentage of assets
Logan Dickey IntelliVest Wealth Management Boiling Springs Not listed Percentage of assets
Mark Conrad The Investor Advisory Group Charleston Not listed Percentage of assets, Hourly
Matthew Erickson Convergent Financial Group Mount Pleasant Not listed Percentage of assets
Matthew Stone Eagles Coast Wealth Management Daniel Island Not listed Percentage of assets
Michael Dickey IntelliVest Wealth Management Boiling Springs Not listed Percentage of assets
Michael Kreft Palmetto Coast Advisors Mt. Pleasant ChFC Percentage of assets, Hourly
Michael Laubinger Stono River Wealth Management Johns Island Not listed Percentage of assets, Fixed fees
Michelle Emmons Southeast Financial Advisors Greenville Not listed Percentage of assets, Hourly
Mitchell Zimmer Zimmer Capital Management Bluffton Not listed Percentage of assets, Hourly
Patrick Sheppard Atlantic Retirement & Wealth Advisors Johns Island Not listed Percentage of assets, Hourly
Patrick Sherman Sherman Financial & Wealth Management Daniel Island Not listed One-time planning fee
Paul Martin Eagles Coast Wealth Management Daniel Island Not listed Percentage of assets
Richard Matthews Matthews Wealth Management Greenville Not listed Percentage of assets, Hourly
Robert Moise Jackson Financial Services Mt. Pleasant Not listed Percentage of assets, Hourly
William Thomas Ascension Wealth Advisors Mt. Pleasant Not listed Percentage of assets, Hourly
Barry Wynn Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Brittany Bynum Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Charles Clementson Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Charles Williams Anchor Investment Management Columbia Not listed Percentage of assets, Fixed fees
Cullen Coxe Colonial Trust Company Greenville Not listed Percentage of assets, Fixed fees
Granger Osborne Southeast Asset Advisors Charleston Not listed Percentage of assets, Hourly
Greg Dunston Anchor Investment Management Columbia Not listed Percentage of assets, Fixed fees
Henry Barre Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Henry Batts Colonial Trust Company Columbia Not listed Percentage of assets, Fixed fees
John Moorman Anchor Investment Management Columbia Not listed Percentage of assets, Fixed fees
Joseph Toepke Feeney Financial St. Matthews Not listed One-time planning fee

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina