Fee-only financial advisors in Columbia, South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stephen Maggard Abacus Planning Group, Inc. Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Charles Harper Harper Financial Planning LLC Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Matthew Morris Multipath Wealth Management Holds the CFP. Fees on file: ongoing planning fee.
- Ekta Patel Altfest Personal Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Clayton Quamme AP Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Richard Newsome William B. Walkup & Associates Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 30
- Firms
- 14
- Hold the CFP
- 63%
- Other credentials: CFA 13% · ChFC 3%
- How they charge (of 30 with fees on file): percentage of assets 97% · fixed fees 77% · hourly 67% · flat fee or retainer 3%
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 Columbia by what you need
Find an advisor in South Carolina by fee, assets, or credential
Questions about fee-only advisors in Columbia
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.
All 30 advisors in Columbia
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Matthew Morris | Multipath Wealth Management | Columbia | CFP, MSFP | Ongoing planning fee |
| Clayton Quamme | AP Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| George Jameson | Capital Wealth Group | Columbia | CFP, MBA | Percentage of assets, Hourly |
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | Percentage of assets, Hourly |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| James Blackwelder | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| Robert Norman | Anchor Investment Management | Columbia | CFP | Percentage of assets, Fixed fees |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| Charles Williams | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Greg Dunston | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Henry Batts | Colonial Trust Company | Columbia | Not listed | Percentage of assets, Fixed fees |
| John Moorman | Anchor Investment Management | Columbia | Not listed | Percentage of assets, Fixed fees |
| Matthew Smith | South Carolina Wealth Management Group | Columbia | Not listed | Percentage of assets, Hourly |
| Ann Beckwith | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Anne Marie Ashworth | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Cheryl Holland | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Corinne Hanna | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Ekta Patel | Altfest Personal Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Jacklyn Mason | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Jonathan Robertson | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Karlyn Jones | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Richard Newsome | William B. Walkup & Associates | Columbia | CFP | Percentage of assets |
| Susan McCants | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Ximena Chastain | Abacus Planning Group | Columbia | CFP | Percentage of assets, Hourly |
| Charles Flowers | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Christopher Walkup | William B. Walkup & Associates | Columbia | CFA | Percentage of assets |
| William Jeter | Abacus Planning Group | Columbia | CFA | Percentage of assets, Hourly |
| Bailey Davis | Abacus Planning Group | Columbia | Not listed | Percentage of assets, Hourly |
| Ephraim Ulmer | Godsey & Gibb Wealth Management | Columbia | Not listed | Percentage of assets |
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