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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
224 advisers found
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
M CAPITAL WEALTH MANAGEMENT, LLC
Cheraw, SC
AUM
$49.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
843.537.4804
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
TWENTY FIFTY CAPITAL
Mt Pleasant, SC
AUM
$47.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(321) 298-8633
LIBERTY WEALTH MANAGEMENT, LLC
Hilton Head Island, SC
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(843) 476-4772
MCGEHEE WEALTH ADVISORY GROUP, INC.
Indian Land, SC
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
704-733-9844
CALIDRIS FINANCIAL, LLC
Charleston, SC
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
917-451-3141
SOUTHERN CAPITAL MANAGEMENT CORPORATION
Charleston, SC
AUM
$43.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
888-528-8205
ROGERS FINANCIAL ADVISORY GROUP, LLC
Greenville, SC
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
864-250-1376
MISSIONAL ADVISOR GROUP
Mount Pleasant, SC
AUM
$42.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
630-248-3575
GREENVILLE CAPITAL
Greenville, SC
AUM
$40.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
864-979-0000
MATTHEWS WEALTH MANAGEMENT LLC
Greenville, SC
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(864) 527-5982
J. BENJAMIN FINANCIAL, LLC
Mount Pleasant, SC
AUM
$38.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(843) 352-3262
PREMIER WEALTH PARTNERS, LLC
Summerville, SC
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
843-501-2778
KD CAPITAL MANAGEMENT, LLC
Charleston, SC
AUM
$30.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(843) 202-0142
FLIP FLOPS AND PEARLS FINANCIAL PLANNING
Mount Pleasant, SC
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(843) 329-7545
A. J. BROOKER FINANCIAL ASSOCIATES
Columbia, SC
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
803-530-2760
VERITAS WEALTH MANAGEMENT LLC
Charleston, SC
AUM
$26.5M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
843-408-0611
WOMEN'S WORTH ADVISORS
Hilton Head Island, SC
AUM
$26.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
843-681-7526
ASCENSION WEALTH ADVISORS, LLC
Mt. Pleasant, SC
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
615-584-8326
AZALEA CAPITAL
Greenville, SC
AUM
$24.8M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
864-235-0201