Financial advisors for retirement planning in South Carolina
Which financial advisor should I talk to about retirement planning in South Carolina?
For retirement planning in South Carolina, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Charles Harper of Harper Financial Planning LLC, Myles Brandt of Charleston Financial Advisors, LLC and Charles Thomas of Intrepid Eagle Finance.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Charles Harper Harper Financial Planning LLC, Columbia Holds the RICP and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Myles Brandt Charleston Financial Advisors, LLC, Charleston Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Charles Thomas Intrepid Eagle Finance, Clover Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Ramon Franklin Capital Focus, Greenville Holds the CFP. Fees on file: percentage of assets, hourly.
- Brett Fellows Oak Capital Advisors, Mt. Pleasant Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jim Mahaney Mavericus Retirement Services, Georgetown Holds the CFP. Fees on file: one-time planning fee.
How many fee-only financial advisors in South Carolina work on retirement planning?
The Wellspent public graph lists 103 fee-only advisors for retirement planning in South Carolina, at 54 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in South Carolina located?
Of the 103 fee-only advisors for retirement planning in South Carolina, 15 are in Greenville, followed by 12 in Bluffton and 11 in Columbia.
Plus 44 in other cities.
How do fee-only advisors for retirement planning in South Carolina charge?
The most common fee among fee-only advisors for retirement planning in South Carolina is a percentage of assets, used by 94% of the 103 with fees on file. Many use more than one: 51% charge fixed fees and 49% 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 retirement planning have?
For retirement planning, look for the RICP and CFP. In South Carolina, 46% of the 103 advisors listed hold the CFP.
- RICP1% in South Carolina
- The RICP is built around retirement income specifically.
- CFP46% in South Carolina
- The CFP covers income, tax, insurance, and estate decisions together.
How do South Carolina advisors for retirement planning compare with the rest of the US?
94% of fee-only advisors for retirement planning in South Carolina charge a percentage of assets, compared with 87% of the 7,304 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 retirement planning.
Does South Carolina tax Social Security?
No. South Carolina doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in South Carolina?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does South Carolina tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 103 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 |
| Jim Mahaney One-time, tax-efficient retirement income plans for DIY investors entering retirement who want to skip ongoing AUM fees. | Mavericus Retirement Services | Georgetown | CFP | One-time planning fee |
| Brittany Wolff | Wolff Financial | Greenville | CFP, AAMS | Ongoing planning fee, Percentage of assets |
| Matthew McCoy | Southbound Wealth LLC | Rock Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Myles Brandt | Charleston Financial Advisors, LLC | Charleston | CFP, MS | Percentage of assets, One-time planning fee |
| Clayton Quamme | AP Wealth Management | Columbia | CFP | Percentage of assets, Hourly |
| George Jameson | Capital Wealth Group | Columbia | CFP, MBA | Percentage of assets, Hourly |
| 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 |
| Conrad Seastrunk | Seastrunk Financial Management, LLC | Florence | CFP | 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 |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| 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 |
| Jennifer Sokolowski | Metis Wealth | Bluffton | CFP | Percentage of assets, Hourly |
| Katherine Hollenbeck | Keen Capital | Chapin | CFP, CFA | Percentage of assets, Hourly |
| Laura Cook | Flourish Financial Life Planning | Anderson | CFP | Ongoing planning fee, One-time planning fee |
| Michelle Myhre | Oak Advisors | Bluffton | CFP | Percentage of assets, Hourly |
| Robert Sokolowski | Metis Wealth | 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 |
| Thomas Gore | Keen Capital | Chapin | CFP | Percentage of assets, Hourly |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Craig Ritter | Continuum Wealth Management | Greenville | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Kellen Thayer | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Michael O'Connor | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| Michael Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| Robert Flink | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| William Hardaway | WebsterRogers Financial Advisors | Florence | CFP, PFS | Percentage of assets, Hourly |
| Hans Blake | Intelligent Investing | Greenville | CFA | Percentage of assets, Hourly |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
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