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 Columbia, 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 Columbia, SC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Laird Green
CFP®
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Charles Flowers
CFA
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
X. Alexandra Chastain
CFP®, CFBA
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Cheryl Holland
CFP®, CFBA
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Stephen Maggard
CFP®, EA
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility.
Charles "Kyle" Harper
CFP®, ChFC®, RICP®
Harper Financial Planning
Columbia, SC
Specialties: Comprehensive Financial Planning, Portfolio Management, Retirement Income and Distribution Planning, Business Planning, Tax Planning, Estate Planning
Columbia's only local, independent, fee-only financial advisor with no asset minimum requirements. Flexible and transparent fee options. Serving clients in-person and virtually.
Abby Mason
CFP®
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
Jonathan Robertson
CFP®
Abacus Planning Group, Inc.
Columbia, SC
Specialties: Wealth Planning, Investment Management, Family Business Advising, Retirement Income Planning, Tax Planning, Estate Planning, Education Planning, Charitable Planning, Business Succession Planning
Partnering with families to thrive in the land of possibility. Fee-Only financial advisor located in Columbia, SC, serving clients locally and across the country.
George Jameson
CFP®, MBA
Capital Wealth Group
Columbia, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(K), Long-Term Tax Planning, Small Business/Self-Employed Retirement Planning
Fee-Only financial planner located in Columbia, SC, serving clients locally in South Carolina and North Carolina and across the country virtually.
Matthew Zion
CFP®
Savant Wealth Management
Columbia, SC
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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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)
