Financial advisors for tax planning in South Carolina
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matthew Morris Multipath Wealth Management, Columbia Holds the CFP. Fees on file: ongoing planning fee.
- Jim Mahaney Mavericus Retirement Services, Georgetown Holds the CFP. Fees on file: one-time planning fee.
- Lisa Quadrini Brandywine Oak Private Wealth, Kiawah Island Holds the CFP. Fees on file: percentage of assets.
- Brett Fellows Oak Capital Advisors, Mt. Pleasant Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Robert Sokolowski Metis Wealth, Bluffton Holds the CFP. Fees on file: percentage of assets, hourly.
- 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.
Plus 24 in other cities.
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.
- CFP62% in South Carolina
- 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.
Dark bars are South Carolina. Light bars are all US advisors for tax planning.
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.
All 63 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 Morris | Multipath Wealth Management | Columbia | CFP, MSFP | 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 |
| Stephen Maggard | Abacus Planning Group, Inc. | Columbia | CFP, MS, CAIA, CFA | 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 |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Tyler Peterson | Runey & Associates Wealth Management | Mount Pleasant | CFP | Percentage of assets |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| 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 |
| Charles Capasso | Capasso Planning Partners | Charleston | CFP | Percentage of assets, Hourly |
| 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 |
| John Burkhardt | Goepper Burkhardt | Greenville | CFP | Percentage of assets |
| Kellen Thayer | Advisor.com | Charleston | Not listed | Flat fee or retainer, Percentage of assets |
| 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 |
| Steven Pickard | Carswell Investments | Daniel Island | CFP | Percentage of assets, Fixed fees |
| John McNamara | Highball Advisors | Simsponville | Not listed | Percentage of assets |
| Nancy Fellinger | Sensible Money | Pawleys Island | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| David Means | Means Wealth Management | Greenville | Not listed | Percentage of assets, Flat fee or retainer |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow South Carolina's 63 advisors to the few who fit.
Get matched in 2 minutes