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 South Carolina 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".
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Every South Carolina Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Brandon Seibel
CFP®
Oasis Wealth Planning Advisors, LLC
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Alpharetta, GA and beyond through in-person and video conferencing.
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.
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.
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.
Ann Beckwith
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.
Anne Marie Ashworth
CFP®, CRC®
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.
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.
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.
Philip S. Gibson
Ph.D., CFP®
Elation Wealth LLC
Indian Land, SC
Specialties: Comprehensive Financial Planning, Investment Advisory Services, Retirement Income Planning, Education Planning, Tax Planning, Estate & Legacy Planning, Cash Flow & Debt Strategy
Fee-Only financial planner located in Indian Land, 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 Stratgies, Estate Planning, Risk Management/Insurance Review and Planning, Cash Flow and Debt Management
Wolff Financial equips millennial women and couples with the financial tools they need to live the lives they imagine.
John Gugle
CFP®, TPCP®, CDFA®, CRPC®
Gugle Wealth Advisory
Indian Land, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Divorce Financial Planning, College Education Planning, Tax Planning
FLAT FEE FIDUCIARY FINANCIAL ADVISOR SERVING CHARLOTTE, NC. Plan Wisely | Pay Less | Profit Most
Brandon M. Cox
CFP®, CF2
Coastline Complete Wealth
Bluffton, SC
Specialties: Comprehensive Financial Planning, RMD and Tax-Reduction Strategies, Investment Management, Roth Conversions and Tax Planning, Estate Distribution and Planning, Social Security and Medicare Timing
Tax-Focused Financial Planning for Retirees & Pre-Retirees serving Bluffton, Hilton Head, and Savannah. We integrate Wealth Management and Tax Strategy to help you keep more of what you've earned.
Reggie Fairchild
CFP®
Flip Flops and Pearls, LLC
Mount Pleasant, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation & Liquidity Events, Business Transition Planning
Comprehensive Fee-Only Financial Planning for Business Owners and Professionals — Based in Charleston, Serving Clients Nationwide
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.
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.
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.
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.
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.
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.
Charles "Kyle" Harper
CFP®, ChFC®, RICP®
Harper Financial Planning
Chapin, 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.
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.
Cameron Magoon
Credent Wealth Management
Greenville, SC
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
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.
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.
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.
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.
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.
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
John O'Toole
CRPC®
EP Wealth Advisors
Hilton Head Island, SC
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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.
Colin Moynahan
CFP®
Twenty Fifty Capital
Mount Pleasant, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Estate Planning, Employee Benefits
We provide fee-only, comprehensive financial planning services to help individuals and families prepare for tomorrow, starting today.
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.
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
Robert L. Riedl
CPA, CFP®, AWMA™, CFC®
Endowment Wealth Management Inc.
Hilton Head, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning
Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 26 states.
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.
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.
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.
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.
Danielle Harmon
CFP®
Clark Asset Management, LLC
Simpsonville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple, fixed flat-fee of $12,500 per year.
David Hunter
CFP®
Horizons Wealth Management
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Horizons Managed Portfolios
We specialize in providing objective and comprehensive Fee-Only financial planning and investment management to help our clients build, manage, grow, and protect their assets through life’s transitions, especially retirement.
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 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.
Ryan Cooper
Oak Street Advisors
Myrtle Beach, SC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Strategy, Employee Benefits Coordination
Fee-Only financial planner located in Myrtle Beach, SC, serving clients locally and across the country
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.
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
Laura Cook
CFP®, BFA, APMA™
Flourish Financial Life Planning
Anderson, SC
Specialties: Comprehensive Financial Planning, Values-based Financial Planning, Investment Management, Biblically Responsible Investing, Retirement Income Planning, Long Term Care and End of Life Planning, Insurance & Risk Planning
I started Flourish Financial Life Planning to help women of faith align their money with their values, and create lives for themselves filled with peace, passion, and purpose.
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.
Greg Liro
CooksonPeirce Wealth Management
Greenville, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your Experienced Investment Management Team - Hands-on planning & portfolios built for humans, by humans.
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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)
