# Fee-only financial advisors in Bluffton, South Carolina > Start with a fee-only advisor in Bluffton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jennifer Sokolowski of Metis Wealth, Sarah Huie of Oak Advisors and Marc Johnston of The Bedminster Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/south-carolina/bluffton/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Bluffton? Start with a fee-only advisor in Bluffton whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jennifer Sokolowski of Metis Wealth, Sarah Huie of Oak Advisors and Marc Johnston of The Bedminster Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Bluffton are there? The Wellspent public graph lists 25 fee-only advisors in Bluffton, at 13 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Bluffton focus on? The most common focus among fee-only advisors in Bluffton is retirement planning (12), followed by tax planning (11) and estate planning (9). Advisors can list more than one. ## How do fee-only advisors in Bluffton charge? The most common fee among fee-only advisors in Bluffton is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 72% charge by the hour and 36% charge fixed fees. ## How much do fee-only financial advisors charge in South Carolina? Fee-only financial advisors in South Carolina charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 12 South Carolina firms. ## How many fee-only advisors in Bluffton hold the CFP? 36% of the 25 fee-only advisors in Bluffton hold the CFP certification, based on the credentials listed on each record. ## Does South Carolina tax income on top of federal tax? Yes. South Carolina has a state income tax, so a financial plan for a South Carolina resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Bluffton? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brandon Cox](https://find.wellspent.co/advisors/brandon-cox.md) | Coastline Complete Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Heidi Yoshida](https://find.wellspent.co/advisors/heidi-yoshida.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Sokolowski](https://find.wellspent.co/advisors/jennifer-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Michelle Myhre](https://find.wellspent.co/advisors/michelle-myhre.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Sarah Huie](https://find.wellspent.co/advisors/sarah-huie.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ty Kopke](https://find.wellspent.co/advisors/ty-kopke.md) | Silver Oak Leaf Financial Services | Bluffton, South Carolina | | Ongoing planning fee | | [Jordan Bryant](https://find.wellspent.co/advisors/jordan-bryant.md) | Coastline Complete Wealth | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Alfred Cerrati](https://find.wellspent.co/advisors/alfred-cerrati.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [John Chiacchiero](https://find.wellspent.co/advisors/john-chiacchiero.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kevin Myhre](https://find.wellspent.co/advisors/kevin-myhre.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Keith Bosco](https://find.wellspent.co/advisors/keith-bosco.md) | Verity Investment Partners | Bluffton, South Carolina | | Percentage of assets, Fixed fees | | [Dylan Tucker](https://find.wellspent.co/advisors/dylan-tucker.md) | DWT Financial | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Mitchell Zimmer](https://find.wellspent.co/advisors/mitchell-zimmer.md) | Zimmer Capital Management | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Marc Johnston](https://find.wellspent.co/advisors/marc-johnston.md) | The Bedminster Group | Bluffton, South Carolina | CFP, ChFC | Percentage of assets, Hourly | | [Palmer Jones](https://find.wellspent.co/advisors/palmer-jones.md) | Palmer Jones & Associates | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Ronald Freeman](https://find.wellspent.co/advisors/ronald-freeman.md) | Lifepath Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Alex Meintel](https://find.wellspent.co/advisors/alex-meintel.md) | Tidal Creek Capital Advisors | Bluffton, South Carolina | | Percentage of assets | | [Arthur Randall](https://find.wellspent.co/advisors/arthur-randall.md) | Strategic Investment Solutions | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Eugene Balerna](https://find.wellspent.co/advisors/eugene-balerna.md) | The Bedminster Group | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Jacob Dixon](https://find.wellspent.co/advisors/jacob-dixon.md) | Tidal Creek Capital Advisors | Bluffton, South Carolina | | Percentage of assets | | [Jonathan Boyd](https://find.wellspent.co/advisors/jonathan-boyd.md) | Tidal Creek Capital Advisors | Bluffton, South Carolina | | Percentage of assets | | [Joshua Marcus](https://find.wellspent.co/advisors/joshua-marcus.md) | Tidal Creek Capital Advisors | Bluffton, South Carolina | | Percentage of assets | | [Kristin Winslow](https://find.wellspent.co/advisors/kristin-winslow.md) | Tidal Creek Capital Advisors | Bluffton, South Carolina | | Percentage of assets | | [Matthew Kovalcik](https://find.wellspent.co/advisors/matthew-kovalcik.md) | Kovalcik & Geraghty Wealth Partners | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).