# Financial advisors for founders in South Carolina > For founders in South Carolina, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Katherine Hollenbeck of Keen Capital, Jamie Stone of Means Wealth Management and Jeremy Finger of Riverbend Wealth Management. Page: https://find.wellspent.co/specialties/founders-pre-exit/south-carolina/ 30 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 as a founder in South Carolina? For founders in South Carolina, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Katherine Hollenbeck of Keen Capital, Jamie Stone of Means Wealth Management and Jeremy Finger of Riverbend Wealth Management. - [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck/), Keen Capital, Chapin. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Jamie Stone](https://find.wellspent.co/advisors/jamie-stone/), Means Wealth Management, Greenville. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jeremy Finger](https://find.wellspent.co/advisors/jeremy-finger/), Riverbend Wealth Management, Myrtle Beach. 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. - [Michael Klaiber](https://find.wellspent.co/advisors/michael-klaiber/), Verity Investment Partners, Beaufort. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Derek Lewis](https://find.wellspent.co/advisors/derek-lewis/), Catawba River Capital, Lake Wylie. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in South Carolina work with founders? The Wellspent public graph lists 30 fee-only advisors for founders in South Carolina, at 12 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in South Carolina located? Of the 30 fee-only advisors for founders in South Carolina, 11 are in Beaufort, followed by 4 in Myrtle Beach and 3 in Greenville. ## How do fee-only advisors for founders in South Carolina charge? The most common fee among fee-only advisors for founders in South Carolina is a percentage of assets, used by 93% of the 30 with fees on file. Many use more than one: 60% charge fixed fees and 30% 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 founders have? For founders, look for the CFP and CFA. In South Carolina, 37% of the 30 advisors listed hold the CFP. - CFP (37% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (13% of advisors listed): The CFA helps with investing a large sum at once. ## How do South Carolina advisors for founders compare with the rest of the US? 30% of fee-only advisors for founders in South Carolina charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from South Carolina? States often tax stock pay based on where you worked between grant and vesting, so a move to or from South Carolina can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in South Carolina? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for South Carolina tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [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 | | [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 | | [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner.md) | Coastal Wealth Advisors | Johns Island, South Carolina | CFP | One-time planning fee | | [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, 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 | | [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck.md) | Keen Capital | Chapin, South Carolina | CFP, CFA | 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 | | [Andrew Jones](https://find.wellspent.co/advisors/andrew-jones.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees | | [Derek Lewis](https://find.wellspent.co/advisors/derek-lewis.md) | Catawba River Capital | Lake Wylie, South Carolina | CFP | Percentage of assets, Hourly | | [Jessica Rusnock](https://find.wellspent.co/advisors/jessica-rusnock.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, 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 | | [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 | | [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 | | [Michael Klaiber](https://find.wellspent.co/advisors/michael-klaiber.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Michael Kuehn](https://find.wellspent.co/advisors/michael-kuehn.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Michael Nix](https://find.wellspent.co/advisors/michael-nix.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees | | [Jeremiah Barwick](https://find.wellspent.co/advisors/jeremiah-barwick.md) | Keen Capital | Chapin, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Charles Anderson](https://find.wellspent.co/advisors/charles-anderson.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [David Poole](https://find.wellspent.co/advisors/david-poole.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [Edward Taylor](https://find.wellspent.co/advisors/edward-taylor.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [Jonathan Shaw](https://find.wellspent.co/advisors/jonathan-shaw.md) | Catawba River Capital | Lake Wylie, South Carolina | | Percentage of assets, Hourly | | [Jonathan Verity](https://find.wellspent.co/advisors/jonathan-verity.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [Keith Bosco](https://find.wellspent.co/advisors/keith-bosco.md) | Verity Investment Partners | Bluffton, South Carolina | | Percentage of assets, Fixed fees | | [Paula Verity](https://find.wellspent.co/advisors/paula-verity.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [William Verity](https://find.wellspent.co/advisors/william-verity.md) | Verity Investment Partners | Beaufort, South Carolina | | Percentage of assets, Fixed fees | | [William Thomas](https://find.wellspent.co/advisors/william-thomas.md) | Ascension Wealth Advisors | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, 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) - [Family wealth transfer in South Carolina](https://find.wellspent.co/specialties/family-wealth-transfer/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).