What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Charleston, SC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Charleston, SC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Lester G. Detterbeck
CPA/PFS, MBA, CFP®, CFA®
Detterbeck Wealth Management
Mt Pleasant, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning
CELEBRATING 25+ YEARS OF SERVICE TO OUR CLIENTS! Offices in Palatine, IL, and the Charleston, SC area; we proudly serve clients locally and across the nation.
Wes Johnson
CFP®
ACT Advisors®
Charleston, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® is a fee-only fiduciary financial planning firm helping successful families, executives, and professionals simplify complex finances, pursue tax-efficient strategies, and plan for what’s next.
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Lauren Way-Dobson
M.S., CFP®, CAP®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Christopher Jackson
CFP®
CPJ Financial
Johns Island, SC
Specialties: Comprehensive Financial Planning, Cash Flow and Debt Management, Retirement Income Planning, Investment Optimization, College Planning, Tax Planning, Employee Benefits Review, Insurance Analysis, Small Business Planning, Equity Compensation Strategy
Fee-only financial planning, no matter where you are in life's journey.
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Rich Bryan
CFP®
Partners in Financial Planning
Charleston, SC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
You dream it. We plan it. You live it. Together, we’ll build a foundation that supports your dreams and goals, keeping you secure during all phases of your life’s journey.
David McPherson
CFP®
F.L.Putnam Investment Management Company
North Charleston, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Sustainable Investing, Financial Checkups, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Boston and Mashpee, MA, serving clients locally and across the country
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Stephen Lupkas
CFP®, RICP®
myFinancialPro, LLC
Charleston, SC
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning
Within 5 years on either side of retirement? We can suggest how to properly manage, invest, save and spend what you have built.
Bryan Taylor
CFP®
Oak Street Advisors
Mount Pleasant, SC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Strategy, Employer Benefit Coordination, Roth Conversion Strategies, Minimizing Medicare IRMAA Surcharges, Tax-Efficient Legacy Planning, Personal and Business Insurance Analysis, Asset Allocation Analysis, Asset Location Tax Minimization, 529 College Savings and Estate Strategies, Minimizing Marketplace Healthcare Premiums With Premium Tax Credit Planning, Managing Business Sale Proceeds to Ensure a Comfortable Retirement & Provide for Future Generations
We specialize in financial planning, tax planning and asset management for high net worth retirees transitioning to, or currently in, retirement; as well as young investors and business owners looking to optimize excess cashflow to reach their goals.
Keyana Johns Russ
CFP®, RICP®, TPCP®, MBA
F.L.Putnam Investment Management Company
North Charleston, SC
Specialties: Comprehensive Financial Planning, Financial Checkups, College Education Planning, Student Loan Repayment, Retirement Income Planning, Investment Management, Sustainable Investing, Tax Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner helping people Build, Manage, Preserve, and Transition Wealth.
Doug English
CFP®, MBA
ACT Advisors®
Charleston, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Fee-Only Asset Management, Small Business Strategy, Tax Planning, Stock Options, Qualified Small Business Stock (QSBS)
ACT Advisors® builds relationships founded on trust and serves clients with flat fee or AUM wealth management services to help sophisticated clients organize, strategize, grow and protect their assets through life’s transitions.
Connor Siegelski
CFP®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Brett M. Detterbeck
CFP®, CFA®
Detterbeck Wealth Management
Mt. Pleasant, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Planning
CELEBRATING 25+ YEARS OF SERVICE TO OUR CLIENTS! Offices in Palatine, IL, and the Charleston, SC area; we proudly serve clients locally and across the nation.
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
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.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group
Mount Pleasant, SC
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
As steadfast legal fiduciaries, our advisors are unwavering in their dedication to placing your best interests at the forefront of every decision. Let us help you grow, protect and enjoy your wealth.
Refine Your Search
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)
