MATCH GRADE ADVISORS
Greenville, SC
AUM
$479.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
864-250-0661
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in SC
91 advisers found
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Florence, SC
AUM
$460.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
843-665-6321
AUM
$443.9M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-209-9230
PRIMETRUST ADVISORS LLC
Greenville, SC
AUM
$421.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-552-4020
BALLAST ROCK PRIVATE WEALTH
Charleston, SC
AUM
$405.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(800) 204-2513
FAMILY LEGACY, INC.
Greenville, SC
AUM
$377.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(864) 233-0808
HANOVER ADVISORS, INC
Seneca, SC
AUM
$354.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; DPL, NITROGEN
864-235-6760
NORRIS FINANCIAL GROUP, LLC
Greenville, SC
AUM
$353.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-235-6408
CORE ADVISORY GROUP
Rock Hill, SC
AUM
$338.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
803-323-8706
CATAWBA RIVER CAPITAL
Lake Wylie, SC
AUM
$325.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
803-831-0911
NICHOLSON WEALTH MANAGEMENT GROUP
Charleston, SC
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
843-790-2625
BCA PRIVATE WEALTH, INC.
Greenville, SC
AUM
$317.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-322-6046
CAROLINA WEALTH ADVISORS
Myrtle Beach, SC
AUM
$313.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(843) 448-4425
VICTORIA CAPITAL MANAGEMENT, INC.
Charleston, SC
AUM
$305.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-342-3044
YON DRAKE & ASSOCIATES INC
Columbia, SC
AUM
$304.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
803-256-1212, X29
OAK ADVISORS, LLC
Bluffton, SC
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-757-9339
COPPERLEAF CAPITAL, LLC
Clover, SC
AUM
$281.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
919-787-9725
HARBOUR WEALTH MANAGEMENT GROUP, INC.
Daniel Island, SC
AUM
$266.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
843-377-8448
CHARLESTON FINANCIAL ADVISORS, LLC
Charleston, SC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-722-3331
SAOS CAPITAL, LLC
Mount Pleasant, SC
AUM
$239.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
843-388-9925
KINWELL LLC
Charleston, SC
AUM
$214.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(843) 308-1639
360 FINANCIAL PARTNERS, LLC
Mount Pleasant, SC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
843-216-1077
THE BEDMINSTER GROUP
Bluffton, SC
AUM
$199.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
843-705-5544
OCEANSIDE ADVISORS LLC
Mount Pleasant, SC
AUM
$191.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
843-830-6568