Financial advisors for founders in South Carolina

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.

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.

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for South Carolina tax alongside federal tax?
6. 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.