Fee-Only Financial Planners in South Carolina

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 South Carolina:

David Hunter

CFP®

Horizons Wealth Management

Greenville, SC

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

Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC

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.

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.

Bryan Taylor

CFP®

Oak Street Advisors

Myrtle Beach, 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 .

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

Bland Burkhardt

CFP®, CPA/PFS, RMA®

Goepper Burkhardt Retirement Wealth Management

Greenville, SC

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

Fee-Only Retirement Wealth Management serving the Greenville, SC area.

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.

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

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

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

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.

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

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

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.

Jamie Yarbrough

Stonebridge Wealth

Greenville, SC

Specialties: Comprehensive Financial Planning, Retirement Planning & Execution, Investment Planning, Estate & Trust Planning and Management, Special Needs Financial Planning

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

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.

Joe Taylor

Oak Street Advisors

Myrtle Beach, SC

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

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

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.

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

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

Reggie Fairchild

Flip Flops and Pearls, LLC

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

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.

Richard Van Der Noord

CFP®

Van Der Noord Financial Advisors, Inc.

Clemson, SC

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

Fee-Only financial planner located in Greenville and Clemson, SC, with clients locally & 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

William Feus

AAMS®, CLTC®, CCFS®, RICP®, RLP®

Gray Rock Financial Planning & Consulting Inc.

Fort Mill, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Biblically Responsible Investing

Fee-Only financial planner located in Fort Mill, SC, 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.

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.

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.

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

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

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.

Emily Hamryka

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.

Danielle Harmon

CFP®

Boundless Financial Services, LLC

Simpsonville, SC

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Financial Coaching

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

Brittany Wolff

CFP®, AAMS®

Wolff Financial

Greenville, SC

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

Wolff Financial equips millennial women and couples with the financial tools they need to live the lives they imagine.

Adam Wiles

CFP®

Global View Investment Advisors, LLC

Greenville, SC

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

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

Martin Hopkins

CFP®

Hopkins Investment Management

Charleston, SC

Cheryl Holland

Abacus Planning Group, Inc.

Columbia, SC

Nancy Fellinger

Sensible Money, LLC

Pawleys Island, SC

X. Alexandra Chastain

Abacus Planning Group, Inc.

Columbia, SC

Myles Brandt

MS, CFP®

Charleston Financial Advisors, LLC

Charleston, SC

Bethany Griffith

Abacus Planning Group, Inc.

Columbia, SC

John McNamara

Highball Advisors

Simpsonville, SC

Ashleigh J. Brooker

CFP®

A. J. Brooker Financial Associates

Columbia, SC

Tiffany Ritchie

CFP®

Morris Financial Concepts, Inc.

Mt Pleasant, SC

Abby Mason

Abacus Planning Group, Inc.

Columbia, SC

Ty Kopke

MBA Financial Planning

Silver Oak Leaf Financial Services L.L.C.

Bluffton, SC

Stephen Scott

Abacus Planning Group, Inc.

Columbia, SC

Ann Beckwith

Abacus Planning Group, Inc.

Columbia, SC

Conrad Seastrunk

CFP®

Seastrunk Financial Management, LLC

Florence, SC

Jason Harvey

CFP®, MBA

Active Lifestyle Financial Planning

Charleston, SC

Grant Maddox

CFP®, AWMA®, CSRIC®

Hampton Park Financial Planning

charleston, SC

Susan McCants

Abacus Planning Group, Inc.

Columbia, SC

Charles Thomas

Intrepid Eagle Finance

Clover, SC

Laird Green

Abacus Planning Group, Inc.

Greenville, SC

Michael Hakimi

CFP®

Black Dog Financial Planning

Mount Pleasant, SC

Charles Capasso

Lake Tahoe Wealth Management, Inc.

Mt Pleasant, SC

Anne Marie Ashworth

Abacus Planning Group, Inc.

Columbia, SC

Helen Berenyi

Alphavest

Charleston, SC

William Prewitt

M.S., CFP®

Charleston Financial Advisors, LLC

Charleston, SC

Colin Moynahan

CFP®

Twenty Fifty Capital

Mount Pleasant, SC

Charles Flowers

Abacus Planning Group, Inc.

Columbia, SC

John Carey

JP Wealth Management, Inc.

Mount Pleasant, SC

Melissa Boyer

CFP®, RICP®

Modera Wealth Management, LLC

Fort Mill, SC

Jonathan Robertson

Abacus Planning Group, Inc.

Columbia, SC

Thomas Gore

Core Advisors, Ltd.

Chapin, SC

Eden Bowen

CFP®

Fee-Only Financial Planning, L.C.

Okatie, SC

M. Elizabeth Ivy

CFP®, CRPC®

Gordon Financial, LLC

Charleston, SC

Corinne Hanna

Abacus Planning Group, Inc.

Columbia, SC

Pam Horack

Pathfinder Planning LLC

Lake Wylie, SC

Brad Kingsley

CFP®

Cast Financial

Mount Pleasant, 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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