W Wellspent Public advisor graph
Get matched
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
Helen Cox Red Triangle Mt. Pleasant Not listed Percentage of assets, Hourly
Jacob Dixon Tidal Creek Capital Advisors Bluffton Not listed Percentage of assets
James Carlson Kinwell Charleston Not listed Percentage of assets, Fixed fees
James Kempson Telos Capital Partners Mount Pleasant Not listed Percentage of assets
James Morris Morris Financial Concepts Mount Pleasant Not listed Percentage of assets, Hourly
Jason Britton Reflection Asset Management Isle Of Palms Not listed Percentage of assets, Hourly
Jeffrey Brockelsby Brockelsby Investment Services Irmo Not listed Percentage of assets, Hourly
John Huddleston Telos Capital Partners Mount Pleasant Not listed Percentage of assets
John Jackson Barony Financial Group Moncks Corner Not listed Percentage of assets, Hourly
John Mitchell JM Tax & Financial Tega Cay Not listed Percentage of assets, Fixed fees
John Plaugher Headland Capital Mt. Pleasant Not listed Percentage of assets, Hourly
Jonathan Boyd Tidal Creek Capital Advisors Bluffton Not listed Percentage of assets
Jonathan Wiles Global View Investment Advisors Greenville Not listed Percentage of assets, Hourly
Joshua Gallman Wealth Intelligently Navigated Spartanburg Not listed Percentage of assets, Hourly
Joshua Marcus Tidal Creek Capital Advisors Bluffton Not listed Percentage of assets
Karmen Kingsmore Kingsmore Wealth Management Union Not listed Percentage of assets, Hourly
Kenson Marbut Red Triangle Mt. Pleasant Not listed Percentage of assets, Hourly
Kent Thune Atlantic Capital Investments Beaufort Not listed Percentage of assets, Hourly
Kevin Riley Godsey & Gibb Wealth Management Greenville Not listed Percentage of assets
Kristin Winslow Tidal Creek Capital Advisors Bluffton Not listed Percentage of assets
Lee Tiller New Republic Partners Pawleys Island Not listed Percentage of assets, Fixed fees
Lemuel Mitchum Burkett Financial Services Rock Hill Not listed Percentage of assets, Hourly
Lowell Macher Magnolia Financial Planning Services Seneca Not listed Percentage of assets, Hourly
Mark Reinstein Innovative Private Wealth Management Greenville Not listed Percentage of assets, Hourly
Martin Lunn Wilson David Investment Advisors Aiken Not listed Percentage of assets, Hourly
Matthew Chung Sykon Capital Hilton Head Island Not listed Percentage of assets, Hourly
Matthew Kovalcik Kovalcik & Geraghty Wealth Partners Bluffton Not listed Percentage of assets, Hourly
Matthew Laydon Matthew Laydon Capital Management Charleston Not listed Percentage of assets
Matthew McCloghry Headland Capital Mt. Pleasant Not listed Percentage of assets, Hourly
Nathaniel Jones Hilton Head Financial Advisors Hilton Head Not listed Percentage of assets, Hourly
Nicholas Kalkas Daniel Island Wealth Management Daniel Island Not listed Percentage of assets
Nolan Robbins Hampton Park Financial Planners Charleston Not listed Percentage of assets, Hourly
Parker Allen Warren Capital Group Charleston Not listed Percentage of assets, Fixed fees
Patrick Hauer Wilson David Investment Advisors Aiken Not listed Percentage of assets, Hourly
Phillip Smiley Burkett Financial Services Rock Hill Not listed Percentage of assets, Hourly
Robert Francis Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Robert Kubiszyn Blue Bear Financial Mt. Pleasant Not listed Percentage of assets, Hourly
Robert Meyers Meyers Wealth Management Kiawah Island Not listed Percentage of assets
Ryan Cooper Oak Street Advisors Myrtle Beach Not listed Percentage of assets, Hourly
Sallie Goldfinch Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
Shane Kozusko Global View Investment Advisors Greenville Not listed Percentage of assets, Hourly
Stephen Hunt SE Hunt Capital Sumter Not listed Percentage of assets
Steven Tolleson Wealth Intelligently Navigated Greer Not listed Percentage of assets, Hourly
Theodore Fairchild Flip Flops and Pearls Financial Planning Mount Pleasant Not listed Percentage of assets, Hourly
Timothy Few Wealth Intelligently Navigated Spartanburg Not listed Percentage of assets, Hourly
William Bastian Loveland & Bastian Financial Services Group Mt. Pleasant Not listed Percentage of assets
William Fields Shadow Wealth Management Lexington Not listed Percentage of assets
William Goldfinch Hilton Head Capital Partners Hilton Head Island Not listed Percentage of assets, Hourly
William Gunderson Gunderson Capital Management Mount Pleasant Not listed Percentage of assets
William Hickman Minas Wealth Management Okatie Not listed Percentage of assets, Hourly

Firms headquartered in South Carolina (131)

All 131 firms in South Carolina