TIDEHAVEN WEALTH, LLC
Mount Pleasant, SC
AUM
$125.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-284-8040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in SC
153 advisers found
METIS WEALTH MANAGEMENT & PLANNING LLC
Bluffton, SC
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
843-271-6088
GENEROUSWEALTH, LLC
Summerville, SC
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
843-376-3544
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
LANG CAPITAL
Bluffton, SC
AUM
$106.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
843-757-9400
RUNEY & ASSOCIATES WEALTH MANAGEMENT
Mount Pleasant, SC
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(843) 654-1211
TAVERIK CAPITAL, LLC
Greenville, SC
AUM
$97.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
864-967-9838
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
BOWEN WEALTH
Mount Pleasant, SC
AUM
$86.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
843-203-2030
BRIGHTWORKS FINANCIAL PLANNING LLC
Lexington, SC
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
803-727-8782
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
SEASTRUNK FINANCIAL MANAGEMENT, LLC
Florence, SC
AUM
$72.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
843-661-0220
CONVERGENT FINANCIAL GROUP
Mount Pleasant, SC
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
843-972-4402
KAIZEN WEALTH MANAGEMENT, LLC
Charleston, SC
AUM
$68.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-362-3250
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
RED TRIANGLE, LLC
Mt. Pleasant, SC
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-662-5742
PALMETTO PRIVATE WEALTH, LLC
Spartanburg, SC
AUM
$58.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(864) 804-6640
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
EAGLES COAST WEALTH MANAGEMENT, LLC
Daniel Island, SC
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(843) 800-0491
ADVANCED PLANNING, INC.
Greenville, SC
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
864-242-1914