Fee-only financial advisors in Mount Pleasant, South Carolina
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Daniel Patterson Sweetgrass Financial Planning Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
- Barry Kyte Gunderson Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
- James Runey Runey & Associates Wealth Management Holds the CFA. Fees on file: percentage of assets.
- Brett Fellows Oak Capital Advisors Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Manuel Martinez Charleston Wealth Advisors Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Joseph Baker Baker Asset Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 45
- Firms
- 29
- Cities
- 2
- Hold the CFP
- 44%
- Other credentials: CFA 4% · EA 2% · ChFC 2%
- How they charge (of 45 with fees on file): percentage of assets 100% · fixed fees 51% · hourly 47% · ongoing planning fee 7%
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 Mount Pleasant by what you need
Find an advisor in South Carolina by fee, assets, or credential
Questions about fee-only advisors in Mount Pleasant
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.
All 45 advisors in Mount Pleasant
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Colin Moynahan | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Manuel Martinez | Charleston Wealth Advisors | Mount Pleasant | CFP | Flat fee or retainer, Percentage of assets |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Daniel Patterson | Sweetgrass Financial Planning | Mt. Pleasant | CFP, MBA, EA | Ongoing planning fee, Percentage of assets |
| Brad Kingsley | Kingsley Financial LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Brett Fellows | Oak Capital Advisors | Mt. Pleasant | CFP | Percentage of assets, Ongoing planning fee |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| Joseph Baker | Baker Asset Management | Mount Pleasant | CFP | Percentage of assets |
| Mary Ivy | Gordon Financial | Mount Pleasant | CFP | Percentage of assets, One-time planning fee |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Bryan Taylor | Oak Street Advisors | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Mike Hakimi | Black Dog Financial Planning LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Ross Chawansky | Flowrate Financial, LLC | Mount Pleasant | CFP | Percentage of assets, Hourly |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Michael Kreft | Palmetto Coast Advisors | Mt. Pleasant | ChFC | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Jeffrey Silverman | NorthStar Advisory Group | Mount Pleasant | Not listed | Percentage of assets |
| Anthony Kinzie | Blue Bear Financial | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Barry Kyte | Gunderson Capital Management | Mount Pleasant | CFP, CFA | Percentage of assets |
| George Ramsay | Telos Capital Partners | Mount Pleasant | CFP | Percentage of assets |
| John Montgomery | Financial Freedom Advisors | Mt. Pleasant | CFP | Percentage of assets |
| Matthew Jellison | Gunderson Capital Management | Mount Pleasant | CFP | Percentage of assets |
| Morgan Crawford | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Susan Dixson | Headland Capital | Mt. Pleasant | CFP | Percentage of assets, Hourly |
| Alan Bastian | Loveland & Bastian Financial Services Group | Mt. Pleasant | Not listed | Percentage of assets |
| Alexander Day | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| David Loveland | Loveland & Bastian Financial Services Group | Mt. Pleasant | Not listed | Percentage of assets |
| Eric Cox | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Harry Word | Fairvoy Private Wealth | Mt. Pleasant | Not listed | Percentage of assets |
| Helen Cox | Red Triangle | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| James Kempson | Telos Capital Partners | Mount Pleasant | Not listed | Percentage of assets |
| James Morris | Morris Financial Concepts | Mount Pleasant | Not listed | Percentage of assets, Hourly |
| John Huddleston | Telos Capital Partners | Mount Pleasant | Not listed | Percentage of assets |
| John Plaugher | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Kenson Marbut | Red Triangle | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Matthew McCloghry | Headland Capital | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Robert Kubiszyn | Blue Bear Financial | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Theodore Fairchild | Flip Flops and Pearls Financial Planning | Mount Pleasant | Not listed | Percentage of assets, Hourly |
| William Bastian | Loveland & Bastian Financial Services Group | Mt. Pleasant | Not listed | Percentage of assets |
| William Gunderson | Gunderson Capital Management | Mount Pleasant | Not listed | Percentage of assets |
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