Fee-Only Financial Planners in Charleston, SC

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Charleston, SC:

Daniel Patterson

CFP®, MBA

Sweetgrass Financial Planning

Mount Pleasant, SC

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Income Planning

Daniel Patterson, is a Fee-Only financial planner located in Mount Pleasant, SC that offers face-to-face meetings for those in the Lowcountry of South Carolina and virtual meetings for anyone in the United States.

Drew Hendricks

CFP®

Capasso Planning Partners

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country

Dan Callahan

CFA®

Capasso Planning Partners

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country

Vincent Clark

CFP®, EA

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Lauren Way

M.S., CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Jordan Slingo

CFA®, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Brett M. Detterbeck

CFP®, CFA®, AIF®

Detterbeck Wealth Management

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Palatine, IL, serving clients locally and across the country

Bryan Taylor

CFP®

Oak Street Advisors

Mount Pleasant, SC

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Strategy, Employer Benefit Coordination

Fee-Only, fiduciary financial planner located in Mt. Pleasant, SC .

Rich Bryan

CFP®

Partners in Financial Planning, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning,

Fee-Only financial advisor located in Charleston, SC, serving clients locally and across the country.

Manuel Martinez

CFP®

Charleston Wealth Advisors

Mount Pleasant, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Mount Pleasant, SC, serving clients locally and across the country

Aysha Ballis

MS, CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Ben Jacobs

MS, CFP®, EA, AIF®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Charleston, SC

Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Lester G. Detterbeck

CPA/PFS, MBA, CFP®, CFA®, AIF®

Detterbeck Wealth Management

Mt Pleasant, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country

Tim Hicks

CFP®

Hicks Financial Partners, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.

John Middleton

CFP®, CFA®, AIF®, CAIA®

Brighton Financial Planning

Kiawah Island, SC

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Flemington, NJ, (satellite offices in Richmond, Virginia and Kiawah Island, South Carolina) serving clients locally and across the country

Michelle Kruger

Ph.D., CFP®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Patrick Sherman

Sherman Financial & Wealth Management LLC

Daniel Island, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Daniel Island, SC, serving clients locally and across the country

Melissa Barron

CFP®, ChFC®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Alden Shmerling

CFP®, CPWA®, CDFA®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Joseph Goetz

Ph.D., M.S., M.A., CRC®, AFC®

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Let’s build the future that matters most to you. Serving clients locally and across the country.

Emily Hamryka

Elwood & Goetz Wealth Advisory Group, LLC

Charleston, SC

William Prewitt

M.S., CFP®

Charleston Financial Advisors, LLC

Charleston, SC

Grant Maddox

CFP®, AWMA®, CSRIC®

Hampton Park Financial Planning

charleston, SC

Martin Hopkins

CFP®

Hopkins Investment Management

Charleston, SC

Michael Hakimi

CFP®

Black Dog Financial Planning

Mount Pleasant, SC

Jason Harvey

CFP®, MBA

Active Lifestyle Financial Planning

Charleston, SC

M. Elizabeth Ivy

CFP®, CRPC®

Gordon Financial, LLC

Charleston, SC

Myles Brandt

MS, CFP®

Charleston Financial Advisors, LLC

Charleston, SC

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser