Fee-only financial advisors in Charleston, South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Myles Brandt Charleston Financial Advisors, LLC Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Grant Maddox Hampton Park Financial Planning Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Daniel Heidel Integritas Wealth Strategies Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael O'Connor Capasso Planning Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Matthew Ritt Ironview Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Stuart Pyne Hampton Park Financial Planners Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 21
- Hold the CFP
- 28%
- Other credentials: CFA 3%
- How they charge (of 29 with fees on file): percentage of assets 97% · fixed fees 69% · hourly 59% · ongoing planning fee 14%
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 Charleston by what you need
Find an advisor in South Carolina by fee, assets, or credential
Questions about fee-only advisors in Charleston
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.
All 29 advisors in Charleston
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Myles Brandt | Charleston Financial Advisors, LLC | Charleston | CFP, MS | Percentage of assets, One-time planning fee |
| Grant Maddox | Hampton Park Financial Planning | Charleston | CFP | Flat fee or retainer, Ongoing planning fee |
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Kellen Thayer | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Michael Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Mark Conrad | The Investor Advisory Group | Charleston | Not listed | Percentage of assets, Hourly |
| Granger Osborne | Southeast Asset Advisors | Charleston | Not listed | Percentage of assets, Hourly |
| William Wieters | Colonial Trust Company | Charleston | Not listed | Percentage of assets, Fixed fees |
| Gary Gerald | Marin Group | Charleston | Not listed | Percentage of assets |
| Jason Harvey | Active Lifestyle Financial Planning | Charleston | Not listed | Fixed fees |
| Diane Blackwelder | Charleston Financial Advisors | Charleston | CFP | Percentage of assets, Hourly |
| Matthew Ritt | Ironview Capital Management | Charleston | CFP | Percentage of assets, Hourly |
| Stuart Pyne | Hampton Park Financial Planners | Charleston | CFP | Percentage of assets, Hourly |
| Daniel Callahan | Ironview Capital Management | Charleston | CFA | 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 |
| Craig Thomas | IFC Advisors | Charleston | Not listed | Percentage of assets, Fixed fees |
| Derrick Demay | Kaizen Wealth Management | Charleston | Not listed | Percentage of assets |
| Gregory Roberts | Hilton Head Capital Partners | Charleston | Not listed | Percentage of assets, Hourly |
| Hector Molini | Warren Capital Group | Charleston | Not listed | Percentage of assets, Fixed fees |
| James Carlson | Kinwell | Charleston | Not listed | Percentage of assets, Fixed fees |
| Matthew Laydon | Matthew Laydon Capital Management | Charleston | 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 |
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