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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 Newsome William B. Walkup & Associates Columbia CFP Percentage of assets
Robby Bryant Magnolia Financial Planning Services Seneca CFP Percentage of assets, Hourly
Ronald Freeman Lifepath Advisors Bluffton CFP Percentage of assets, Hourly
Stuart Pyne Hampton Park Financial Planners Charleston CFP Percentage of assets, Hourly
Susan Dixson Headland Capital Mt. Pleasant CFP Percentage of assets, Hourly
Susan McCants Abacus Planning Group Columbia CFP Percentage of assets, Hourly
William Coscioni Wealthcare Aiken CFP Percentage of assets, Hourly
Ximena Chastain Abacus Planning Group Columbia CFP Percentage of assets, Hourly
Zulma Petty Uptick Partners Spartanburg CFP Percentage of assets, Fixed fees
Charles Flowers Abacus Planning Group Columbia CFA Percentage of assets, Hourly
Christopher Walkup William B. Walkup & Associates Columbia CFA Percentage of assets
Daniel Callahan Ironview Capital Management Charleston CFA Percentage of assets, Hourly
Donald Burkett Burkett Financial Services West Columbia PFS Percentage of assets, Hourly
Joseph Costigan Apricus Wealth Beaufort CFA Percentage of assets
Robert Green BG Financial Advisors Beaufort ChFC Percentage of assets, Hourly
William Jeter Abacus Planning Group Columbia CFA Percentage of assets, Hourly
Alan Bastian Loveland & Bastian Financial Services Group Mt. Pleasant Not listed Percentage of assets
Alex Meintel Tidal Creek Capital Advisors Bluffton Not listed Percentage of assets
Alex Spence Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Alexander Day Headland Capital Mt. Pleasant Not listed Percentage of assets, Hourly
Alexis Gonzalez Hayes Wealth Advisors Greenville Not listed Percentage of assets, Fixed fees
Andrew Roberts Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
Anthony Mahfood Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Arthur Randall Strategic Investment Solutions Bluffton Not listed Percentage of assets, Hourly
Bailey Davis Abacus Planning Group Columbia Not listed Percentage of assets, Hourly
Betsy Moszeter Reflection Asset Management Isle Of Palms Not listed Percentage of assets, Hourly
Brandon Williams Integrated Planning Aiken Not listed Percentage of assets, Hourly
Brent Bentrim Carolopolis Fiduciary Counsel Charleston Not listed Percentage of assets, Hourly
Brian Collins Collins Advisors Charleston Not listed Percentage of assets, Hourly
Brian Duerson Two Tree Financial Chapin Not listed Percentage of assets, Fixed fees
Bruce Wood Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
Christopher Mise Generouswealth Summerville Not listed Percentage of assets, Hourly
Christopher Preisig Upstate Financial Planning Simpsonville Not listed Percentage of assets, Hourly
Craig Thomas IFC Advisors Charleston Not listed Percentage of assets, Fixed fees
Danny Savage Godsey & Gibb Wealth Management Greenville Not listed Percentage of assets
David Gray David Gray Consulting North Augusta Not listed Percentage of assets, Hourly
David Loveland Loveland & Bastian Financial Services Group Mt. Pleasant Not listed Percentage of assets
David Voss D C Voss & Company Hilton Head Islland Not listed Percentage of assets, Fixed fees
Derrick Demay Kaizen Wealth Management Charleston Not listed Percentage of assets
Ephraim Ulmer Godsey & Gibb Wealth Management Columbia Not listed Percentage of assets
Eric Cox Headland Capital Mt. Pleasant Not listed Percentage of assets, Hourly
Eugene Balerna The Bedminster Group Bluffton Not listed Percentage of assets, Hourly
Eugene Sanders Carolina Qualified Retirement Plan Advisers Wadmalaw Island Not listed Percentage of assets, Hourly
Francis Rivell FPR Investments North Myrtle Beach Not listed Percentage of assets, Fixed fees
Glen Roberts Hilton Head Capital Partners Conway Not listed Percentage of assets, Hourly
Graham Morris Fiduciary Organization Greenville Not listed Percentage of assets, Hourly
Grant Meyer Daniel Island Wealth Management Daniel Island Not listed Percentage of assets
Gregory Roberts Hilton Head Capital Partners Charleston Not listed Percentage of assets, Hourly
Harry Word Fairvoy Private Wealth Mt. Pleasant Not listed Percentage of assets
Hector Molini Warren Capital Group Charleston Not listed Percentage of assets, Fixed fees

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina