Financial advisors for family wealth transfer in South Carolina

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.

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.

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.