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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in SC
166 advisers found
ANDERSON GRIGGS INVESTMENTS
Rock Hill, SC
AUM
$133.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
803-324-5044
V.M. MANNING & CO., INC.
Greenville, SC
AUM
$133.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
864-232-8231
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
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
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
HMS FINANCIAL SERVICES, LLC
Columbia, SC
AUM
$118.5M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
803-790-6113
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
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
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
NOVUS ADVISORS
Greenville, SC
AUM
$91.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
864-272-3579
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
PENDLETON STREET ADVISORS, LLC
Columbia, SC
AUM
$83.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-799-1301