# Fee-only financial advisors in Charleston, South Carolina

> Start with a fee-only advisor in Charleston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Myles Brandt of Charleston Financial Advisors, LLC, Grant Maddox of Hampton Park Financial Planning and Daniel Heidel of Integritas Wealth Strategies, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/south-carolina/charleston/
29 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 Charleston?

Start with a fee-only advisor in Charleston whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Myles Brandt of Charleston Financial Advisors, LLC, Grant Maddox of Hampton Park Financial Planning and Daniel Heidel of Integritas Wealth Strategies, chosen for their credentials and fees on file.

## How many fee-only advisors in Charleston are there?

The Wellspent public graph lists 29 fee-only advisors in Charleston, at 21 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Charleston focus on?

The most common focus among fee-only advisors in Charleston is retirement planning (10), followed by tax planning (9) and estate planning (8). Advisors can list more than one.

## How do fee-only advisors in Charleston charge?

The most common fee among fee-only advisors in Charleston is a percentage of assets, used by 97% of the 29 with fees on file. Many use more than one: 69% charge fixed fees and 59% charge by the hour.

## 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 Charleston hold the CFP?

28% of the 29 fee-only advisors in Charleston 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 Charleston?

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 |
|---|---|---|---|---|
| [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Grant Maddox](https://find.wellspent.co/advisors/grant-maddox.md) | Hampton Park Financial Planning | Charleston, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Capasso](https://find.wellspent.co/advisors/charles-capasso.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kellen Thayer](https://find.wellspent.co/advisors/kellen-thayer.md) | Advisor.com | Charleston, South Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Michael O'Connor](https://find.wellspent.co/advisors/michael-o-connor.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Williamson](https://find.wellspent.co/advisors/michael-williamson.md) | Advisor.com | Charleston, South Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Christopher Langlois](https://find.wellspent.co/advisors/christopher-langlois.md) | Integritas Wealth Strategies | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Joseph Recznik](https://find.wellspent.co/advisors/joseph-recznik.md) | Integritas Wealth Strategies | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew McGee](https://find.wellspent.co/advisors/matthew-mcgee.md) | Integritas Wealth Strategies | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Mark Conrad](https://find.wellspent.co/advisors/mark-conrad.md) | The Investor Advisory Group | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Granger Osborne](https://find.wellspent.co/advisors/granger-osborne.md) | Southeast Asset Advisors | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [William Wieters](https://find.wellspent.co/advisors/william-wieters.md) | Colonial Trust Company | Charleston, South Carolina |   | Percentage of assets, Fixed fees |
| [Gary Gerald](https://find.wellspent.co/advisors/gary-gerald.md) | Marin Group | Charleston, South Carolina |   | Percentage of assets |
| [Jason Harvey](https://find.wellspent.co/advisors/jason-harvey.md) | Active Lifestyle Financial Planning | Charleston, South Carolina |   | Fixed fees |
| [Diane Blackwelder](https://find.wellspent.co/advisors/diane-blackwelder.md) | Charleston Financial Advisors | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Ritt](https://find.wellspent.co/advisors/matthew-ritt.md) | Ironview Capital Management | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stuart Pyne](https://find.wellspent.co/advisors/stuart-pyne.md) | Hampton Park Financial Planners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Callahan](https://find.wellspent.co/advisors/daniel-callahan.md) | Ironview Capital Management | Charleston, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees |
| [Brent Bentrim](https://find.wellspent.co/advisors/brent-bentrim.md) | Carolopolis Fiduciary Counsel | Charleston, South Carolina |   | Percentage of assets, Hourly, Performance-based fees |
| [Brian Collins](https://find.wellspent.co/advisors/brian-collins.md) | Collins Advisors | Charleston, South Carolina |   | Percentage of assets, Hourly |
| [Craig Thomas](https://find.wellspent.co/advisors/craig-thomas.md) | IFC Advisors | Charleston, South Carolina |   | Percentage of assets, Fixed fees |
| [Derrick Demay](https://find.wellspent.co/advisors/derrick-demay.md) | Kaizen Wealth Management | Charleston, South Carolina |   | Percentage of assets |
| [Gregory Roberts](https://find.wellspent.co/advisors/gregory-roberts.md) | Hilton Head Capital Partners | Charleston, South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Hector Molini](https://find.wellspent.co/advisors/hector-molini.md) | Warren Capital Group | Charleston, South Carolina |   | Percentage of assets, Fixed fees |
| [James Carlson](https://find.wellspent.co/advisors/james-carlson.md) | Kinwell | Charleston, South Carolina |   | Percentage of assets, Fixed fees |
| [Matthew Laydon](https://find.wellspent.co/advisors/matthew-laydon.md) | Matthew Laydon Capital Management | Charleston, South Carolina |   | Percentage of assets |
| [Nolan Robbins](https://find.wellspent.co/advisors/nolan-robbins.md) | Hampton Park Financial Planners | Charleston , South Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Parker Allen](https://find.wellspent.co/advisors/parker-allen.md) | Warren Capital Group | Charleston, South Carolina |   | Percentage of assets, 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).
