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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in SC
91 advisers found
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
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
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
WALLICK INVESTMENTS, LLC
Columbia, SC
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; LICENSING FEE FOR INDEX
803-699-9400
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
HMS FINANCIAL SERVICES, LLC
Columbia, SC
AUM
$118.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
803-790-6113
BLUE GRANITE CAPITAL, LLC
Charleston, SC
AUM
$108.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-722-7330
IDLE HILL ADVISORS LLC
Greenville, SC
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
864-297-6125
COASTAL WEALTH ADVISORS, LLC
Johns Island, SC
AUM
$106.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
843-870-9568
NOVUS ADVISORS
Greenville, SC
AUM
$91.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
864-272-3579
MODERN CAPITAL MANAGEMENT, CO.
Mt Pleasant, SC
AUM
$90.7M
Institutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
843-892-0244
WINGSTEM WEALTH, LLC
West Columbia, SC
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
803.791.1111
MACAULAY & ASSOCIATES, LLC
Fort Mill, SC
AUM
$81.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
803-802-7224
CHARLESTON WEALTH ADVISORS
Mount Pleasant, SC
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-628-2892
AXIO CONSULTING GROUP
West Columbia, SC
AUM
$80.8M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ADVISED ASSETS
803-851-1935
JEHM WEALTH & RETIREMENT, LLC
Simpsonville, SC
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
864-527-0482
WALLS INVESTMENT MANAGEMENT COMPANY
Bluffton, SC
AUM
$55.3M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
888-925-5764
PALMETTO COAST ADVISORS, INC.
Mt. Pleasant, SC
AUM
$54.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
843-647-7270
INTELLIGENT INVESTING
Greenville, SC
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
864-679-0500
INTELLIVEST WEALTH MANAGEMENT
Boiling Springs, SC
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
864-598-0000