# Financial advisors for estate planning in South Carolina > For estate planning in South Carolina, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Ramon Franklin of Capital Focus, Brittany Wolff of Wolff Financial and Laura Cook of Flourish Financial Life Planning. Page: https://find.wellspent.co/specialties/estate-planning/south-carolina/ 58 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in South Carolina? For estate planning in South Carolina, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Ramon Franklin of Capital Focus, Brittany Wolff of Wolff Financial and Laura Cook of Flourish Financial Life Planning. - [Ramon Franklin](https://find.wellspent.co/advisors/ramon-franklin/), Capital Focus, Greenville. Holds the CFP. Fees on file: percentage of assets, hourly. - [Brittany Wolff](https://find.wellspent.co/advisors/brittany-wolff/), Wolff Financial, Greenville. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. - [Laura Cook](https://find.wellspent.co/advisors/laura-cook/), Flourish Financial Life Planning, Anderson. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Steven Mullooly](https://find.wellspent.co/advisors/steven-mullooly/), Mullooly Wealth Planning, Clover. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Charles Harper](https://find.wellspent.co/advisors/charles-harper/), Harper Financial Planning LLC, Columbia. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner/), Coastal Wealth Advisors, Johns Island. Holds the CFP. Fees on file: one-time planning fee. ## How many fee-only financial advisors in South Carolina work on estate planning? The Wellspent public graph lists 58 fee-only advisors for estate planning in South Carolina, at 38 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in South Carolina located? Of the 58 fee-only advisors for estate planning in South Carolina, 11 are in Greenville, followed by 9 in Bluffton and 8 in Charleston. ## How do fee-only advisors for estate planning in South Carolina charge? The most common fee among fee-only advisors for estate planning in South Carolina is a percentage of assets, used by 93% of the 58 with fees on file. Many use more than one: 50% charge by the hour and 45% charge fixed fees. ## 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In South Carolina, 60% of the 58 advisors listed hold the CFP. - CFP (60% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do South Carolina advisors for estate planning compare with the rest of the US? 60% of fee-only advisors for estate planning in South Carolina hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does South Carolina have an estate or inheritance tax? No. South Carolina has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in South Carolina? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in South Carolina? 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 | | [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee | | [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas.md) | Intrepid Eagle Finance | Clover, South Carolina | CFP, MBA | Ongoing planning fee, Percentage of assets | | [Brittany Wolff](https://find.wellspent.co/advisors/brittany-wolff.md) | Wolff Financial | Greenville, South Carolina | CFP, AAMS | Ongoing planning fee, Percentage of assets, One-time 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 | | [Colin Moynahan](https://find.wellspent.co/advisors/colin-moynahan.md) | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Grant Maddox](https://find.wellspent.co/advisors/grant-maddox.md) | Hampton Park Financial Planning | Charleston, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, 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 | | [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 | | [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-2206195.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets | | [Jeremy Finger](https://find.wellspent.co/advisors/jeremy-finger.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets | | [Ramon Franklin](https://find.wellspent.co/advisors/ramon-franklin.md) | Capital Focus | Greenville, South Carolina | CFP | Percentage of assets, Hourly | | [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner.md) | Coastal Wealth Advisors | Johns Island, South Carolina | CFP | One-time planning fee | | [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Cox](https://find.wellspent.co/advisors/brandon-cox.md) | Coastline Complete Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Jamie Stone](https://find.wellspent.co/advisors/jamie-stone.md) | Means Wealth Management | Greenville, South Carolina | CFP, ChFC | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jonathan Wallace](https://find.wellspent.co/advisors/jonathan-wallace.md) | Wayfinder Wealth Warriors | Lexington, South Carolina | CFA | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Charles Crouch](https://find.wellspent.co/advisors/charles-crouch.md) | CMC Wealth Management | Lexington, South Carolina | CFP | Percentage of assets | | [Heidi Yoshida](https://find.wellspent.co/advisors/heidi-yoshida.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Runey](https://find.wellspent.co/advisors/james-runey.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFA | Percentage of assets | | [Laura Cook](https://find.wellspent.co/advisors/laura-cook.md) | Flourish Financial Life Planning | Anderson, South Carolina | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini.md) | Brandywine Oak Private Wealth | Kiawah Island, South Carolina | CFP | Percentage of assets | | [Michelle Myhre](https://find.wellspent.co/advisors/michelle-myhre.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Sarah Huie](https://find.wellspent.co/advisors/sarah-huie.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Mullooly](https://find.wellspent.co/advisors/steven-mullooly.md) | Mullooly Wealth Planning | Clover, South Carolina | CFP | One-time planning fee, Percentage of assets | | [Charles Capasso](https://find.wellspent.co/advisors/charles-capasso.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Derek Lewis](https://find.wellspent.co/advisors/derek-lewis.md) | Catawba River Capital | Lake Wylie, South Carolina | CFP | Percentage of assets, Hourly | | [Gregory Goff](https://find.wellspent.co/advisors/gregory-goff.md) | Goepper Burkhardt | Greenville, South Carolina | CFP, CFA | Percentage of assets | | [Jared Crawford](https://find.wellspent.co/advisors/jared-crawford.md) | Rigden Capital Strategies | Myrtle Beach, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Burkhardt](https://find.wellspent.co/advisors/john-burkhardt.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Michael O'Connor](https://find.wellspent.co/advisors/michael-o-connor.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Flink](https://find.wellspent.co/advisors/robert-flink.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Steven Pickard](https://find.wellspent.co/advisors/steven-pickard.md) | Carswell Investments | Daniel Island, South Carolina | CFP | Percentage of assets, Fixed fees | | [John McNamara](https://find.wellspent.co/advisors/john-mcnamara.md) | Highball Advisors | Simsponville, South Carolina | | Percentage of assets | | [Paul Saunders](https://find.wellspent.co/advisors/paul-saunders.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Ty Kopke](https://find.wellspent.co/advisors/ty-kopke.md) | Silver Oak Leaf Financial Services | Bluffton, South Carolina | | Ongoing planning fee | | [Tyler Batts](https://find.wellspent.co/advisors/tyler-batts.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | | Percentage of assets | | [Christopher Langlois](https://find.wellspent.co/advisors/christopher-langlois.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [David Means](https://find.wellspent.co/advisors/david-means.md) | Means Wealth Management | Greenville, South Carolina | | Percentage of assets, Flat fee or retainer, One-time 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 | | [Jordan Bryant](https://find.wellspent.co/advisors/jordan-bryant.md) | Coastline Complete Wealth | Bluffton, South Carolina | | Percentage of assets, Hourly | | [Joseph Recznik](https://find.wellspent.co/advisors/joseph-recznik.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Matthew McGee](https://find.wellspent.co/advisors/matthew-mcgee.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Timothy Bellars](https://find.wellspent.co/advisors/timothy-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | | Percentage of assets, Fixed fees | | [Alfred Cerrati](https://find.wellspent.co/advisors/alfred-cerrati.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [John Chiacchiero](https://find.wellspent.co/advisors/john-chiacchiero.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 58. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/south-carolina/?page=2 ## Related - [Retirement planning in South Carolina](https://find.wellspent.co/specialties/retirement-planning/south-carolina.md) - [Retirees in South Carolina](https://find.wellspent.co/audiences/retirees/south-carolina.md) - [Tax planning in South Carolina](https://find.wellspent.co/specialties/tax-planning/south-carolina.md) - [Pre-retirees in South Carolina](https://find.wellspent.co/audiences/pre-retirees/south-carolina.md) - [Family wealth transfer in South Carolina](https://find.wellspent.co/specialties/family-wealth-transfer/south-carolina.md) - [Founders in South Carolina](https://find.wellspent.co/specialties/founders-pre-exit/south-carolina.md) ## 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).