# Financial advisors for family wealth transfer in South Carolina > For family wealth transfer in South Carolina, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Tyler Peterson of Runey & Associates Wealth Management, Shawn Brunner of Coastal Wealth Advisors and Myles Brandt of Charleston Financial Advisors, LLC. Page: https://find.wellspent.co/specialties/family-wealth-transfer/south-carolina/ 40 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 passing wealth to the next generation in South Carolina? For family wealth transfer in South Carolina, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Tyler Peterson of Runey & Associates Wealth Management, Shawn Brunner of Coastal Wealth Advisors and Myles Brandt of Charleston Financial Advisors, LLC. - [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson/), Runey & Associates Wealth Management, Mount Pleasant. Holds the CFP. Fees on file: percentage of assets. - [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner/), Coastal Wealth Advisors, Johns Island. Holds the CFP. Fees on file: one-time planning fee. - [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt/), Charleston Financial Advisors, LLC, Charleston. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Charles Crouch](https://find.wellspent.co/advisors/charles-crouch/), CMC Wealth Management, Lexington. Holds the CFP. Fees on file: percentage of assets. - [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini/), Brandywine Oak Private Wealth, Kiawah Island. Holds the CFP. Fees on file: percentage of assets. - [Kathryn Smith](https://find.wellspent.co/advisors/kathryn-smith/), Colonial Trust Company, Greenville. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in South Carolina work on family wealth transfer? The Wellspent public graph lists 40 fee-only advisors for family wealth transfer in South Carolina, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in South Carolina located? Of the 40 fee-only advisors for family wealth transfer in South Carolina, 9 are in Spartanburg, followed by 7 in Greenville and 6 in Bluffton. ## How do fee-only advisors for family wealth transfer in South Carolina charge? The most common fee among fee-only advisors for family wealth transfer in South Carolina is a percentage of assets, used by 98% of the 40 with fees on file. Many use more than one: 80% charge fixed fees and 38% 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. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In South Carolina, 43% of the 40 advisors listed hold the CFP. - CFP (43% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do South Carolina advisors for family wealth transfer compare with the rest of the US? 80% of fee-only advisors for family wealth transfer in South Carolina charge fixed fees, compared with 62% of the 3,385 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 passing wealth to the next generation in South Carolina? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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 | |---|---|---|---|---| | [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee | | [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 | | [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [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 | | [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck.md) | Keen Capital | Chapin, South Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Thomas Gore](https://find.wellspent.co/advisors/thomas-gore.md) | Keen Capital | Chapin, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Matt Morizio](https://find.wellspent.co/advisors/matt-morizio.md) | Reconstructing Wealth | Daniel Island, South Carolina | | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Steven Pickard](https://find.wellspent.co/advisors/steven-pickard.md) | Carswell Investments | Daniel Island, South Carolina | CFP | Percentage of assets, Fixed fees | | [Hans Blake](https://find.wellspent.co/advisors/hans-blake.md) | Intelligent Investing | Greenville, South Carolina | CFA | Percentage of assets, Hourly, Fixed fees | | [James Fiske](https://find.wellspent.co/advisors/james-fiske.md) | Colonial Trust Company | Greenville, South Carolina | CFP | Percentage of assets, Fixed fees | | [Joseph Anderson](https://find.wellspent.co/advisors/joseph-anderson.md) | Colonial Trust Company | Spartanburg, South Carolina | CFP | Percentage of assets, Fixed fees | | [Kathryn Smith](https://find.wellspent.co/advisors/kathryn-smith.md) | Colonial Trust Company | Greenville, South Carolina | CFP, PFS | Percentage of assets, Fixed fees | | [Matthew Van Name](https://find.wellspent.co/advisors/matthew-van-name.md) | Colonial Trust Company | Spartanburg, South Carolina | CFP | Percentage of assets, 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 | | [Amanda Blake](https://find.wellspent.co/advisors/amanda-blake.md) | Intelligent Investing | Greenville, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Jeremiah Barwick](https://find.wellspent.co/advisors/jeremiah-barwick.md) | Keen Capital | Chapin, 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 | | [Kevin Myhre](https://find.wellspent.co/advisors/kevin-myhre.md) | Oak Advisors | Bluffton, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Bert Barre](https://find.wellspent.co/advisors/bert-barre.md) | Colonial Trust Company | Spartanburg, South Carolina | CFA | Percentage of assets, Fixed fees | | [Camp Wynn](https://find.wellspent.co/advisors/camp-wynn.md) | Colonial Trust Company | Spartanburg, South Carolina | CFA | Percentage of assets, Fixed fees | | [Mark Seski](https://find.wellspent.co/advisors/mark-seski.md) | Harvest Portfolio Management | Isle Of Palms, South Carolina | | Percentage of assets | | [Thomas Ledbetter](https://find.wellspent.co/advisors/thomas-ledbetter.md) | Colonial Trust Company | Greenville, South Carolina | CFA | Percentage of assets, Fixed fees | | [Patrick Sheppard](https://find.wellspent.co/advisors/patrick-sheppard.md) | Atlantic Retirement & Wealth Advisors | Johns Island, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Barry Wynn](https://find.wellspent.co/advisors/barry-wynn.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Brittany Bynum](https://find.wellspent.co/advisors/brittany-bynum.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Charles Clementson](https://find.wellspent.co/advisors/charles-clementson.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Cullen Coxe](https://find.wellspent.co/advisors/cullen-coxe.md) | Colonial Trust Company | Greenville, South Carolina | | Percentage of assets, Fixed fees | | [Granger Osborne](https://find.wellspent.co/advisors/granger-osborne.md) | Southeast Asset Advisors | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Henry Barre](https://find.wellspent.co/advisors/henry-barre.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [Henry Batts](https://find.wellspent.co/advisors/henry-batts.md) | Colonial Trust Company | Columbia, South Carolina | | Percentage of assets, Fixed fees | | [Sarah Shalala](https://find.wellspent.co/advisors/sarah-shalala.md) | Colonial Trust Company | Spartanburg, South Carolina | | Percentage of assets, Fixed fees | | [William Wieters](https://find.wellspent.co/advisors/william-wieters.md) | Colonial Trust Company | Charleston, South Carolina | | Percentage of assets, Fixed fees | ## 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) - [Estate planning in South Carolina](https://find.wellspent.co/specialties/estate-planning/south-carolina.md) - [Pre-retirees in South Carolina](https://find.wellspent.co/audiences/pre-retirees/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).