CAPASSO PLANNING PARTNERS LLC
Charleston, SC
AUM
$274.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
843-608-8487
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in SC
153 advisers found
JP WEALTH MANAGEMENT, INC.
Mt. Pleasant, SC
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-562-6969
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
CONCORDE FINANCIAL RESOURCES
York, SC
AUM
$231.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
336-838-4100
DAVINCI FINANCIAL DESIGNS
Columbia, SC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-741-0134
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
COASTLINE COMPLETE WEALTH LLC
Bluffton, SC
AUM
$213.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
843-379-1300
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
KEEN CAPITAL, LTD
Chapin, SC
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
803-941-4444
INTENTIONAL
Fort Mill, SC
AUM
$175.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
1-866-752-6410
J. FREEMAN & ASSOCIATES
Greenville, SC
AUM
$175.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
864-331-4400
ALLISON INVESTMENT MANAGEMENT, LLC
Columbia, SC
AUM
$170.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-806-8400
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-801-1977
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Greenville, SC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
864-920-3155
WILDES FINANCIAL STRATEGIES, INC
Georgetown, SC
AUM
$138.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-485-4371
SOUTHEAST FINANCIAL ADVISORS
Greenville, SC
AUM
$133.0M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
864-284-6511
WARREN CAPITAL GROUP
Charleston, SC
AUM
$131.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
8542468881
ADVISOR.COM
Charleston, SC
AUM
$126.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
843-284-6261
OAK STREET ADVISORS
Myrtle Beach, SC
AUM
$126.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-946-9868
TIDAL CREEK CAPITAL ADVISORS
Bluffton, SC
AUM
$126.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
843-540-1149