Financial advisors for estate planning in South Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ramon Franklin Capital Focus, Greenville Holds the CFP. Fees on file: percentage of assets, hourly.
- Brittany Wolff Wolff Financial, Greenville Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Laura Cook Flourish Financial Life Planning, Anderson Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Steven Mullooly Mullooly Wealth Planning, Clover Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Charles Harper Harper Financial Planning LLC, Columbia Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- 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.
Plus 19 in other cities.
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.
- CFP60% in South Carolina
- 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.
Dark bars are South Carolina. Light bars are all US advisors for estate planning.
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.
All 58 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| John Gugle | Gugle Wealth Advisory LLC | Indian Land | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| Charles Thomas | Intrepid Eagle Finance | Clover | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Brittany Wolff | Wolff Financial | Greenville | CFP, AAMS | Ongoing planning fee, Percentage of assets |
| Clayton Quamme | AP Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| Colin Moynahan | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Grant Maddox | Hampton Park Financial Planning | Charleston | CFP | Flat fee or retainer, Ongoing planning fee |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | Percentage of assets, Hourly |
| Daniel Johnson | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Jeremy Finger | Riverbend Wealth Management | Myrtle Beach | CFP | Percentage of assets |
| Ramon Franklin | Capital Focus | Greenville | CFP | Percentage of assets, Hourly |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Brandon Cox | Coastline Complete Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Claudia Bellars | Bellars Harris Wealth Management | Mount Pleasant | CFP | Percentage of assets, Fixed fees |
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Jamie Stone | Means Wealth Management | Greenville | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Jonathan Wallace | Wayfinder Wealth Warriors | Lexington | CFA | Flat fee or retainer, Hourly |
| Brett Fellows | Oak Capital Advisors | Mt. Pleasant | CFP | Percentage of assets, Ongoing planning fee |
| Charles Crouch | CMC Wealth Management | Lexington | CFP | Percentage of assets |
| Heidi Yoshida | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| James Runey | Runey & Associates Wealth Management | Mount Pleasant | CFA | Percentage of assets |
| Laura Cook | Flourish Financial Life Planning | Anderson | CFP | Ongoing planning fee, One-time planning fee |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Michelle Myhre | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Sarah Huie | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Steven Mullooly | Mullooly Wealth Planning | Clover | CFP | One-time planning fee, Percentage of assets |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Gregory Goff | Goepper Burkhardt | Greenville | CFP, CFA | Percentage of assets |
| Jared Crawford | Rigden Capital Strategies | Myrtle Beach | CFP | Percentage of assets, Hourly |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Bryant | Coastline Complete Wealth | Bluffton | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Alfred Cerrati | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
| John Chiacchiero | Oak Advisors | Bluffton | Not listed | Percentage of assets, Hourly |
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