# Financial advisors for tax planning in South Carolina > For tax planning in South Carolina, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Matthew Morris of Multipath Wealth Management, Jim Mahaney of Mavericus Retirement Services and Lisa Quadrini of Brandywine Oak Private Wealth. Page: https://find.wellspent.co/specialties/tax-planning/south-carolina/ 63 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 about tax planning in South Carolina? For tax planning in South Carolina, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Matthew Morris of Multipath Wealth Management, Jim Mahaney of Mavericus Retirement Services and Lisa Quadrini of Brandywine Oak Private Wealth. - [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris/), Multipath Wealth Management, Columbia. Holds the CFP. Fees on file: ongoing planning fee. - [Jim Mahaney](https://find.wellspent.co/advisors/jim-mahaney/), Mavericus Retirement Services, Georgetown. Holds the CFP. Fees on file: one-time planning fee. - [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini/), Brandywine Oak Private Wealth, Kiawah Island. Holds the CFP. Fees on file: percentage of assets. - [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows/), Oak Capital Advisors, Mt. Pleasant. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski/), Metis Wealth, Bluffton. Holds the CFP. Fees on file: percentage of assets, hourly. - [Charles Harper](https://find.wellspent.co/advisors/charles-harper/), Harper Financial Planning LLC, Columbia. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in South Carolina work on tax planning? The Wellspent public graph lists 63 fee-only advisors for tax planning in South Carolina, at 39 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in South Carolina located? Of the 63 fee-only advisors for tax planning in South Carolina, 11 are in Bluffton, followed by 9 in Greenville and 9 in Charleston. ## How do fee-only advisors for tax planning in South Carolina charge? The most common fee among fee-only advisors for tax planning in South Carolina is a percentage of assets, used by 90% of the 63 with fees on file. Many use more than one: 48% charge by the hour and 40% 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 tax planning have? For tax planning, look for the CFP. In South Carolina, 62% of the 63 advisors listed hold the CFP. - CFP (62% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do South Carolina advisors for tax planning compare with the rest of the US? 62% of fee-only advisors for tax planning in South Carolina hold the CFP, compared with 50% of the 5,860 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 should I ask a financial advisor about tax planning in South Carolina? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for South Carolina tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee | | [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas.md) | Intrepid Eagle Finance | Clover, South Carolina | CFP, MBA | Ongoing planning fee, Percentage of assets | | [Jim Mahaney](https://find.wellspent.co/advisors/jim-mahaney.md) | Mavericus Retirement Services | Georgetown, South Carolina | CFP | One-time planning fee | | [Brittany Wolff](https://find.wellspent.co/advisors/brittany-wolff.md) | Wolff Financial | Greenville, South Carolina | CFP, AAMS | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee | | [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Clayton Quamme](https://find.wellspent.co/advisors/clayton-quamme.md) | AP Wealth Management | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [George Jameson](https://find.wellspent.co/advisors/george-jameson.md) | Capital Wealth Group | Columbia, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Stephen Maggard](https://find.wellspent.co/advisors/stephen-maggard.md) | Abacus Planning Group, Inc. | Columbia, South Carolina | CFP, MS, CAIA, CFA, AIF, BA | 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 | | [Ramon Franklin](https://find.wellspent.co/advisors/ramon-franklin.md) | Capital Focus | Greenville, South Carolina | CFP | Percentage of assets, Hourly | | [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner.md) | Coastal Wealth Advisors | Johns Island, South Carolina | CFP | One-time planning fee | | [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets | | [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Cox](https://find.wellspent.co/advisors/brandon-cox.md) | Coastline Complete Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees | | [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, 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 | | [Jonathan Wallace](https://find.wellspent.co/advisors/jonathan-wallace.md) | Wayfinder Wealth Warriors | Lexington, South Carolina | CFA | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Ongoing planning fee | | [Heidi Yoshida](https://find.wellspent.co/advisors/heidi-yoshida.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [James Runey](https://find.wellspent.co/advisors/james-runey.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFA | Percentage of assets | | [Jennifer Sokolowski](https://find.wellspent.co/advisors/jennifer-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck.md) | Keen Capital | Chapin, South Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini.md) | Brandywine Oak Private Wealth | Kiawah Island, South Carolina | CFP | Percentage of assets | | [Michelle Myhre](https://find.wellspent.co/advisors/michelle-myhre.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Sokolowski](https://find.wellspent.co/advisors/robert-sokolowski.md) | Metis Wealth | Bluffton, South Carolina | CFP | Percentage of assets, Hourly | | [Sarah Huie](https://find.wellspent.co/advisors/sarah-huie.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Mullooly](https://find.wellspent.co/advisors/steven-mullooly.md) | Mullooly Wealth Planning | Clover, South Carolina | CFP | One-time planning fee, Percentage of assets | | [Thomas Gore](https://find.wellspent.co/advisors/thomas-gore.md) | Keen Capital | Chapin, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Capasso](https://find.wellspent.co/advisors/charles-capasso.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Derek Lewis](https://find.wellspent.co/advisors/derek-lewis.md) | Catawba River Capital | Lake Wylie, South Carolina | CFP | Percentage of assets, Hourly | | [Gregory Goff](https://find.wellspent.co/advisors/gregory-goff.md) | Goepper Burkhardt | Greenville, South Carolina | CFP, CFA | Percentage of assets | | [Jared Crawford](https://find.wellspent.co/advisors/jared-crawford.md) | Rigden Capital Strategies | Myrtle Beach, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [John Burkhardt](https://find.wellspent.co/advisors/john-burkhardt.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Kellen Thayer](https://find.wellspent.co/advisors/kellen-thayer.md) | Advisor.com | Charleston, South Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Michael O'Connor](https://find.wellspent.co/advisors/michael-o-connor.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Williamson](https://find.wellspent.co/advisors/michael-williamson.md) | Advisor.com | Charleston, South Carolina | | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Robert Flink](https://find.wellspent.co/advisors/robert-flink.md) | Goepper Burkhardt | Greenville, South Carolina | CFP | Percentage of assets | | [Steven Pickard](https://find.wellspent.co/advisors/steven-pickard.md) | Carswell Investments | Daniel Island, South Carolina | CFP | Percentage of assets, Fixed fees | | [John McNamara](https://find.wellspent.co/advisors/john-mcnamara.md) | Highball Advisors | Simsponville, South Carolina | | Percentage of assets | | [Nancy Fellinger](https://find.wellspent.co/advisors/nancy-fellinger.md) | Sensible Money | Pawleys Island, South Carolina | CFP, ChFC | Percentage of assets, Fixed fees | | [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 | | [Christopher Langlois](https://find.wellspent.co/advisors/christopher-langlois.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [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 | Showing the first 50 of 63. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/south-carolina/?page=2 ## 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) - [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) - [Founders in South Carolina](https://find.wellspent.co/specialties/founders-pre-exit/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).