# Fee-only financial advisors in Mount Pleasant, South Carolina > Start with a fee-only advisor in Mount Pleasant whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Barry Kyte of Gunderson Capital Management and James Runey of Runey & Associates Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/south-carolina/mount-pleasant/ 45 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 Mount Pleasant? Start with a fee-only advisor in Mount Pleasant whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Barry Kyte of Gunderson Capital Management and James Runey of Runey & Associates Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Mount Pleasant are there? The Wellspent public graph lists 45 fee-only advisors in Mount Pleasant, at 29 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Mount Pleasant focus on? The most common focus among fee-only advisors in Mount Pleasant is retirement planning (11), followed by retirees (9) and estate planning (8). Advisors can list more than one. ## How do fee-only advisors in Mount Pleasant charge? All 45 fee-only advisors in Mount Pleasant with fees on file charge a percentage of assets. Many use more than one: 51% charge fixed fees and 47% 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 Mount Pleasant hold the CFP? 44% of the 45 fee-only advisors in Mount Pleasant 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 Mount Pleasant? 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 | |---|---|---|---|---| | [Colin Moynahan](https://find.wellspent.co/advisors/colin-moynahan.md) | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Manuel Martinez](https://find.wellspent.co/advisors/manuel-martinez.md) | Charleston Wealth Advisors | Mount Pleasant, South Carolina | CFP | Flat fee or retainer, Percentage of assets | | [Reggie Fairchild](https://find.wellspent.co/advisors/reggie-fairchild.md) | Flip Flops and Pearls, LLC | Mount Pleasant, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Daniel Patterson](https://find.wellspent.co/advisors/daniel-patterson.md) | Sweetgrass Financial Planning | Mt. Pleasant, South Carolina | CFP, MBA, EA | Ongoing planning fee, Percentage of assets | | [Brad Kingsley](https://find.wellspent.co/advisors/brad-kingsley.md) | Kingsley Financial LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Ongoing planning fee | | [James Runey](https://find.wellspent.co/advisors/james-runey.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFA | Percentage of assets | | [Joseph Baker](https://find.wellspent.co/advisors/joseph-baker.md) | Baker Asset Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Mary Ivy](https://find.wellspent.co/advisors/mary-ivy.md) | Gordon Financial | Mount Pleasant, South Carolina | CFP | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee | | [James Behr](https://find.wellspent.co/advisors/james-behr.md) | Stillwater Private Wealth | Mt. Pleasant, South Carolina | | Percentage of assets, Flat fee or retainer | | [Timothy Bellars](https://find.wellspent.co/advisors/timothy-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | | Percentage of assets, Fixed fees | | [Bryan Taylor](https://find.wellspent.co/advisors/bryan-taylor.md) | Oak Street Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Mike Hakimi](https://find.wellspent.co/advisors/mike-hakimi.md) | Black Dog Financial Planning LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Ross Chawansky](https://find.wellspent.co/advisors/ross-chawansky.md) | Flowrate Financial, LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Ellisor](https://find.wellspent.co/advisors/jeremy-ellisor.md) | Convergent Financial Group | Mount Pleasant, South Carolina | | Percentage of assets | | [Matthew Erickson](https://find.wellspent.co/advisors/matthew-erickson.md) | Convergent Financial Group | Mount Pleasant, South Carolina | | Percentage of assets | | [Michael Kreft](https://find.wellspent.co/advisors/michael-kreft.md) | Palmetto Coast Advisors | Mt. Pleasant, South Carolina | ChFC | Percentage of assets, Hourly, Fixed fees | | [Robert Moise](https://find.wellspent.co/advisors/robert-moise.md) | Jackson Financial Services | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [William Thomas](https://find.wellspent.co/advisors/william-thomas.md) | Ascension Wealth Advisors | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Silverman](https://find.wellspent.co/advisors/jeffrey-silverman.md) | NorthStar Advisory Group | Mount Pleasant, South Carolina | | Percentage of assets | | [Anthony Kinzie](https://find.wellspent.co/advisors/anthony-kinzie.md) | Blue Bear Financial | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Barry Kyte](https://find.wellspent.co/advisors/barry-kyte.md) | Gunderson Capital Management | Mount Pleasant, South Carolina | CFP, CFA | Percentage of assets | | [George Ramsay](https://find.wellspent.co/advisors/george-ramsay.md) | Telos Capital Partners | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [John Montgomery](https://find.wellspent.co/advisors/john-montgomery.md) | Financial Freedom Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets | | [Matthew Jellison](https://find.wellspent.co/advisors/matthew-jellison.md) | Gunderson Capital Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Morgan Crawford](https://find.wellspent.co/advisors/morgan-crawford.md) | Headland Capital | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Susan Dixson](https://find.wellspent.co/advisors/susan-dixson.md) | Headland Capital | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Alan Bastian](https://find.wellspent.co/advisors/alan-bastian.md) | Loveland & Bastian Financial Services Group | Mt. Pleasant, South Carolina | | Percentage of assets | | [Alexander Day](https://find.wellspent.co/advisors/alexander-day.md) | Headland Capital | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [David Loveland](https://find.wellspent.co/advisors/david-loveland.md) | Loveland & Bastian Financial Services Group | Mt. Pleasant, South Carolina | | Percentage of assets | | [Eric Cox](https://find.wellspent.co/advisors/eric-cox.md) | Headland Capital | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Harry Word](https://find.wellspent.co/advisors/harry-word.md) | Fairvoy Private Wealth | Mt. Pleasant, South Carolina | | Percentage of assets | | [Helen Cox](https://find.wellspent.co/advisors/helen-cox.md) | Red Triangle | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [James Kempson](https://find.wellspent.co/advisors/james-kempson.md) | Telos Capital Partners | Mount Pleasant, South Carolina | | Percentage of assets | | [James Morris](https://find.wellspent.co/advisors/james-morris.md) | Morris Financial Concepts | Mount Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [John Huddleston](https://find.wellspent.co/advisors/john-huddleston.md) | Telos Capital Partners | Mount Pleasant, South Carolina | | Percentage of assets | | [John Plaugher](https://find.wellspent.co/advisors/john-plaugher.md) | Headland Capital | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Kenson Marbut](https://find.wellspent.co/advisors/kenson-marbut.md) | Red Triangle | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Matthew McCloghry](https://find.wellspent.co/advisors/matthew-mccloghry.md) | Headland Capital | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Robert Kubiszyn](https://find.wellspent.co/advisors/robert-kubiszyn.md) | Blue Bear Financial | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Theodore Fairchild](https://find.wellspent.co/advisors/theodore-fairchild.md) | Flip Flops and Pearls Financial Planning | Mount Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [William Bastian](https://find.wellspent.co/advisors/william-bastian.md) | Loveland & Bastian Financial Services Group | Mt. Pleasant, South Carolina | | Percentage of assets | | [William Gunderson](https://find.wellspent.co/advisors/william-gunderson.md) | Gunderson Capital Management | Mount Pleasant, 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).