INTEGRITAS WEALTH STRATEGIES, LLC
Charleston, SC
AUM
$3.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-212-7011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
224 advisers found
MULLOOLY WEALTH PLANNING LLC
Clover, SC
AUM
$2.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
803-272-1003
BARBCO FINANCIAL
Columbia, SC
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-252-0606
WEALTH RABBIT
Rock Hill, SC
AUM
$1.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
803-324-7100
MATTY AI INC.
Greenville, SC
AUM
$39K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
SERVICE FEE OF 3% OF ALL FUNDS ADDED TO THE MATTY ACCOUNT
864-888-7673
AKIN INVESTMENTS, L.L.C.
Charleston, SC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-822-4789
ALLOY INVESTMENT MANAGEMENT
Greenville, SC
AUM
—
Financial Planning
Team
8 advisors
Clients
0
Fees
SHARES IN THIRD PARTY ADVISORY FEES
(800) 689-3935
ATVANTIS WEALTH MANAGEMENT, LLC
Charleston, SC
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
843-209-3842
CONTINUUM CAPITAL ADVISORY, LLC
Rock Hill, SC
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
803-325-1020
CROSS ROADS DIVORCE ADVISORS
Mt. Pleasant, SC
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
(843) 212-2085
GWA WEALTH
Mt Pleasant, SC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
833-833-1903
HALL ASSET MANAGEMENT GROUP, INC.
Columbia, SC
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
803-551-0310
INSIGHT TAX & FINANCE LLC
Greenville, SC
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
864-432-6133
KIRBY FINANCIAL ASSOCIATES, LLC
Darlington, SC
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
REFERRAL FEES
843-395-6466
PALMETTO ADVISORY
Charleston, SC
AUM
—
Team
4 advisors
Clients
0
Fees
% OF MANAGEMENT FEES EARNED BY SEC REG. INVESTMENT ADVISER
404-402-7016
PALMETTO RETIREMENT SPECIALISTS, LLC
Williston, SC
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
803-645-3030
TASK FORCE X CAPITAL MANAGEMENT, LLC
Fort Mill, SC
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
803-627-5926