Financial advisors for small business owners in South Carolina
Which financial advisor should I talk to as a small business owner in South Carolina?
For small business owners in South Carolina, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Matthew McCoy of Southbound Wealth LLC, Steven Mullooly of Mullooly Wealth Planning and Shawn Brunner of Coastal Wealth Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matthew McCoy Southbound Wealth LLC, Rock Hill Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Steven Mullooly Mullooly Wealth Planning, Clover Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Shawn Brunner Coastal Wealth Advisors, Johns Island Holds the CFP. Fees on file: one-time planning fee.
- Charles Harper Harper Financial Planning LLC, Columbia Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Claudia Bellars Bellars Harris Wealth Management, Mount Pleasant Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jeffrey Wildes Wildes Financial Strategies, Georgetown Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in South Carolina work with small business owners?
The Wellspent public graph lists 28 fee-only advisors for small business owners in South Carolina, at 17 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in South Carolina located?
Of the 28 fee-only advisors for small business owners in South Carolina, 6 are in Charleston, followed by 6 in Florence and 4 in Columbia.
Plus 8 in other cities.
How do fee-only advisors for small business owners in South Carolina charge?
The most common fee among fee-only advisors for small business owners in South Carolina is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 68% charge by the hour and 36% charge fixed fees.
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 small business owners have?
For small business owners, look for the CFP. In South Carolina, 46% of the 28 advisors listed hold the CFP.
- CFP46% in South Carolina
- The CFP keeps the business in the wider plan.
How do South Carolina advisors for small business owners compare with the rest of the US?
68% of fee-only advisors for small business owners in South Carolina charge by the hour, compared with 48% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in South Carolina?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for South Carolina tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Matthew McCoy | Southbound Wealth LLC | Rock Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Eden Bowen | Fee-Only Financial Planning, L.C. | Okatie | CFP, MS | Percentage of assets, Hourly |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| 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 |
| Steven Mullooly | Mullooly Wealth Planning | Clover | CFP | One-time planning fee, Percentage of assets |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| 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 Williamson | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| William Hardaway | WebsterRogers Financial Advisors | Florence | CFP, PFS | Percentage of assets, Hourly |
| Patricia Bailey | Bailey & Associates Investment Management and Financial Planning | Columbia | CFP | Percentage of assets, Hourly |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| Jeffrey Wildes | Wildes Financial Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Timothy Bellars | Bellars Harris Wealth Management | Mount Pleasant | Not listed | Percentage of assets, Fixed fees |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Hardwick | Hardwick Capital Management | Murrells Inlet | Not listed | Percentage of assets, Hourly |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow South Carolina's 28 advisors to the few who fit.
Get matched in 2 minutes