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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
Norman Poole Jr Money Poole Greenville Not listed Percentage of assets, Hourly
Sarah Shalala Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Wesley Shuman Journey Summerville Not listed Percentage of assets, Fixed fees
William Hardwick Hardwick Capital Management Murrells Inlet Not listed Percentage of assets, Hourly
William Wieters Colonial Trust Company Charleston Not listed Percentage of assets, Fixed fees
Gary Gerald Marin Group Charleston Not listed Percentage of assets
Jason Harvey Active Lifestyle Financial Planning Charleston Not listed Fixed fees
Jeffrey Silverman NorthStar Advisory Group Mount Pleasant Not listed Percentage of assets
Matthew Smith South Carolina Wealth Management Group Columbia Not listed Percentage of assets, Hourly
Walter Mortimer Coquina Private Wealth Advisors Summerville Not listed Percentage of assets, Fixed fees
Andrew Hardin Hardin Capital Partners Greenville CFP Percentage of assets, Hourly
Andrew Hudick Fee-Only Financial Planning, L.C. Okatie CFP Percentage of assets, Hourly
Ann Beckwith Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Anna Wolford Wealth Intelligently Navigated Spartanburg CFP Percentage of assets, Hourly
Anne Hudick Fee-Only Financial Planning, L.C. Okatie CFP Percentage of assets, Hourly
Anne Marie Ashworth Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Anthony Kinzie Blue Bear Financial Mt. Pleasant CFP Percentage of assets, Hourly
Barry Kyte Gunderson Capital Management Mount Pleasant CFP, CFA Percentage of assets
Carolyn Lumley A to Z Asset Advisors Aiken CFP Percentage of assets, Hourly
Cheryl Holland Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Corinne Hanna Abacus Planning Group Columbia CFP Percentage of assets, Hourly
David Gerdt VAN DER Noord Financial Advisors Greer CFP Percentage of assets, Hourly
Diane Blackwelder Charleston Financial Advisors Charleston CFP Percentage of assets, Hourly
Ekta Patel Altfest Personal Wealth Management Columbia CFP Percentage of assets, Hourly
Evan Kubiak Endowment Wealth Management Hilton Head CFP Percentage of assets, Hourly
George Ramsay Telos Capital Partners Mount Pleasant CFP Percentage of assets
Jacklyn Mason Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Jana Morrison Burkett Financial Services Rock Hill CFP Percentage of assets, Hourly
Jason White Magnolia Financial Planning Services Seneca CFP Percentage of assets, Hourly
Joe Hines Global View Investment Advisors Greenville CFP Percentage of assets, Hourly
John Montgomery Financial Freedom Advisors Mt. Pleasant CFP Percentage of assets
John Tiddy Mecklenburg Financial Group Myrtle Beach CFP Percentage of assets, Hourly
Jon Gauthier Colarion Greenville CFP Percentage of assets
Jonathan Robertson Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Joshua Glenn Fiduciary Organization Greenville CFP Percentage of assets, Hourly
Karina Moretz Pathfinder Planning Lake Wylie CFP, ChFC Percentage of assets, Hourly
Karlyn Jones Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Kathryn Hauer Wilson David Investment Advisors Aiken CFP Percentage of assets, Hourly
Kyle Fischer Godsey & Gibb Wealth Management Greenville CFP Percentage of assets
Marc Johnston The Bedminster Group Bluffton CFP, ChFC Percentage of assets, Hourly
Mary Green Abacus Planning Group Greenville CFP Percentage of assets, Hourly
Matthew Crider Global View Investment Advisors Greenville CFP Percentage of assets, Hourly
Matthew Jellison Gunderson Capital Management Mount Pleasant CFP Percentage of assets
Matthew Ritt Ironview Capital Management Charleston CFP Percentage of assets, Hourly
Morgan Crawford Headland Capital Mt. Pleasant CFP Percentage of assets, Hourly
Neil Brown Burkett Financial Services Rock Hill CFP Percentage of assets, Hourly
Norman Avinger Greenville Capital Greenville CFP Percentage of assets
Palmer Jones Palmer Jones & Associates Bluffton CFP Percentage of assets, Hourly
Paul Pizzuti Innovative Private Wealth Management Greenville CFP Percentage of assets, Hourly
Richard Bryan Partners in Financial Planning John'S Island CFP Percentage of assets, Hourly

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina