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
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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)
