Fee-only financial advisors in Bluffton, South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jennifer Sokolowski Metis Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Sarah Huie Oak Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Marc Johnston The Bedminster Group Holds the CFP. Fees on file: percentage of assets, hourly.
- Palmer Jones Palmer Jones & Associates Holds the CFP. Fees on file: percentage of assets, hourly.
- Brandon Cox Coastline Complete Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
- Ronald Freeman Lifepath Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 25
- Firms
- 13
- Hold the CFP
- 36%
- Other credentials: ChFC 4%
- How they charge (of 25 with fees on file): percentage of assets 96% · hourly 72% · fixed fees 36% · ongoing planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Bluffton by what you need
Find an advisor in South Carolina by fee, assets, or credential
Questions about fee-only advisors in Bluffton
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.
All 25 advisors in Bluffton
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Michelle Myhre | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Robert Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Kevin Myhre | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Dylan Tucker | DWT Financial | Bluffton | Not listed | Percentage of assets, Hourly |
| Mitchell Zimmer | Zimmer Capital Management | Bluffton | Not listed | Percentage of assets, Hourly |
| Marc Johnston | The Bedminster Group | Bluffton | CFP, ChFC | Percentage of assets, Hourly |
| Palmer Jones | Palmer Jones & Associates | Bluffton | CFP | Percentage of assets, Hourly |
| Ronald Freeman | Lifepath Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Alex Meintel | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Arthur Randall | Strategic Investment Solutions | Bluffton | Not listed | Percentage of assets, Hourly |
| Eugene Balerna | The Bedminster Group | Bluffton | Not listed | Percentage of assets, Hourly |
| Jacob Dixon | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Jonathan Boyd | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Joshua Marcus | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Kristin Winslow | Tidal Creek Capital Advisors | Bluffton | Not listed | Percentage of assets |
| Matthew Kovalcik | Kovalcik & Geraghty Wealth Partners | Bluffton | Not listed | Percentage of assets, Hourly |
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