# Fee-only financial advisors in Columbia, South Carolina > Start with a fee-only advisor in Columbia whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stephen Maggard of Abacus Planning Group, Inc., Charles Harper of Harper Financial Planning LLC and Matthew Morris of Multipath Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/south-carolina/columbia/ 30 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 Columbia? Start with a fee-only advisor in Columbia whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stephen Maggard of Abacus Planning Group, Inc., Charles Harper of Harper Financial Planning LLC and Matthew Morris of Multipath Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Columbia are there? The Wellspent public graph lists 30 fee-only advisors in Columbia, at 14 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Columbia focus on? The most common focus among fee-only advisors in Columbia is retirement planning (11), followed by tax planning (5) and small business owners (4). Advisors can list more than one. ## How do fee-only advisors in Columbia charge? The most common fee among fee-only advisors in Columbia is a percentage of assets, used by 97% of the 30 with fees on file. Many use more than one: 77% charge fixed fees and 67% 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 Columbia hold the CFP? 63% of the 30 fee-only advisors in Columbia 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 Columbia? 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 | |---|---|---|---|---| | [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee | | [Clayton Quamme](https://find.wellspent.co/advisors/clayton-quamme.md) | AP Wealth Management | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [George Jameson](https://find.wellspent.co/advisors/george-jameson.md) | Capital Wealth Group | Columbia, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Stephen Maggard](https://find.wellspent.co/advisors/stephen-maggard.md) | Abacus Planning Group, Inc. | Columbia, South Carolina | CFP, MS, CAIA, CFA, AIF, BA | Percentage of assets, Hourly, Fixed fees | | [Patricia Bailey](https://find.wellspent.co/advisors/patricia-bailey.md) | Bailey & Associates Investment Management and Financial Planning | Columbia, South Carolina | CFP | Percentage of assets, Hourly | | [James Blackwelder](https://find.wellspent.co/advisors/james-blackwelder.md) | Anchor Investment Management | Columbia, South Carolina | CFP | Percentage of assets, Fixed fees | | [Robert Norman](https://find.wellspent.co/advisors/robert-norman.md) | Anchor Investment Management | Columbia, South Carolina | CFP | Percentage of assets, Fixed fees | | [William Miles](https://find.wellspent.co/advisors/william-miles.md) | WebsterRogers Financial Advisors | Columbia, South Carolina | | Percentage of assets, Hourly | | [Charles Williams](https://find.wellspent.co/advisors/charles-williams.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Greg Dunston](https://find.wellspent.co/advisors/greg-dunston.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Henry Batts](https://find.wellspent.co/advisors/henry-batts.md) | Colonial Trust Company | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [John Moorman](https://find.wellspent.co/advisors/john-moorman.md) | Anchor Investment Management | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith-6260071.md) | South Carolina Wealth Management Group | Columbia, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ann Beckwith](https://find.wellspent.co/advisors/ann-beckwith.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Anne Marie Ashworth](https://find.wellspent.co/advisors/anne-marie-ashworth.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Cheryl Holland](https://find.wellspent.co/advisors/cheryl-holland.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Corinne Hanna](https://find.wellspent.co/advisors/corinne-hanna.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ekta Patel](https://find.wellspent.co/advisors/ekta-patel.md) | Altfest Personal Wealth Management | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacklyn Mason](https://find.wellspent.co/advisors/jacklyn-mason.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Robertson](https://find.wellspent.co/advisors/jonathan-robertson.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Karlyn Jones](https://find.wellspent.co/advisors/karlyn-jones.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Newsome](https://find.wellspent.co/advisors/richard-newsome.md) | William B. Walkup & Associates | Columbia, South Carolina | CFP | Percentage of assets | | [Susan McCants](https://find.wellspent.co/advisors/susan-mccants.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ximena Chastain](https://find.wellspent.co/advisors/ximena-chastain.md) | Abacus Planning Group | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Flowers](https://find.wellspent.co/advisors/charles-flowers.md) | Abacus Planning Group | Columbia, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Walkup](https://find.wellspent.co/advisors/christopher-walkup.md) | William B. Walkup & Associates | Columbia, South Carolina | CFA | Percentage of assets | | [William Jeter](https://find.wellspent.co/advisors/william-jeter.md) | Abacus Planning Group | Columbia, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [Bailey Davis](https://find.wellspent.co/advisors/bailey-davis.md) | Abacus Planning Group | Columbia, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Ephraim Ulmer](https://find.wellspent.co/advisors/ephraim-ulmer.md) | Godsey & Gibb Wealth Management | Columbia, South Carolina | | Percentage of assets | ## 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).