Fee-Only Financial Planners in Columbia, 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 Columbia, SC:

Tom O'Gorman

MBA

AP Wealth Management

Columbia, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning

Collaborative Financial Stewardship with Your Life at the Center

Matt Morris

M.S.

Sanderling Finance, LLC.

Columbia, SC

Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning

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

Gene McManus

CFP®, CPA

AP Wealth Management

Columbia, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Retirement Withdrawal Strategies

Collaborative Financial Stewardship with Your Life at the Center

Clayton Quamme

CFP®

AP Wealth Management

Columbia, SC

Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning, Tax Planning, Estate Planning, Insurance Planning

Collaborative Financial Stewardship with Your Life at the Center

Pat Fair

CFP®

AP Wealth Management

Columbia, SC

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

Collaborative Financial Stewardship with Your Life at the Center

Ann Beckwith

Abacus Planning Group, Inc.

Columbia, SC

Brad Kingsley

CFP®

Cast Financial

Mount Pleasant, SC

X. Alexandra Chastain

Abacus Planning Group, Inc.

Columbia, SC

Laird Green

Abacus Planning Group, Inc.

Greenville, SC

Abby Mason

Abacus Planning Group, Inc.

Columbia, SC

Ashleigh J. Brooker

CFP®

A. J. Brooker Financial Associates

Columbia, SC

Bethany Griffith

Abacus Planning Group, Inc.

Columbia, SC

Corinne Hanna

Abacus Planning Group, Inc.

Columbia, SC

Stephen Scott

Abacus Planning Group, Inc.

Columbia, SC

Susan McCants

Abacus Planning Group, Inc.

Columbia, SC

Charles Flowers

Abacus Planning Group, Inc.

Columbia, SC

Anne Marie Ashworth

Abacus Planning Group, Inc.

Columbia, SC

Cheryl Holland

Abacus Planning Group, Inc.

Columbia, SC

Jonathan Robertson

Abacus Planning Group, Inc.

Columbia, SC

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    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)

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