Fee-OnlyFinder

Beers Kight Financial Advisors, LLC

Financial planning in Columbia, SC

SEC registeredNo commissions reported

Call (803) 787-0003Send a messageMap ↗

Public-record details

Address
3830 Forest Drive, Columbia, SC 29204
Phone
(803) 787-0003
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
160286
Registration
SEC registered since 2012-01-01
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$179.4 million
Accounts managed
264
Clients reported (Form ADV 5.D)
100
Individual / high-net-worth clients
0 / 100
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-27

SEC registered investment adviser, CRD 160286, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Columbia

A. J. Brooker Financial Associates1320 Main Street, Ste 300 · Columbia, SC 29201 · (803) 530-2760 · Financial planningCRD 157211 · % of assets, Fixed fees · $27.8 million AUMState registeredNo commissions reportedAbacus Planning Group, INC.2500 Devine Street · Columbia, SC 29205 · (803) 933-0054 · Financial planningCRD 107994 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedAllison Investment Management, LLC1201 Lincoln Street, Suite 301 · Columbia, SC 29201 · (803) 806-8400 · Financial planningCRD 124645 · % of assets, Fixed fees · $170.4 million AUMSEC registeredNo commissions reportedAnchor Investment Management3205 Devine Street · Columbia, SC 29205 · (803) 790-6654 · Financial planningCRD 135296 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedBarbco Financial1611 Devonshire Drive · Columbia, SC 29204 · (803) 252-0606 · Financial planningCRD 332386 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedBlackhawk Financial Advisors1320 Main Street, Suite 300 · Columbia, SC 29201 · (803) 265-8008 · Financial planningCRD 324019 · % of assets, Fixed fees · $20.1 million AUMState registeredNo commissions reportedCapital Wealth Group LLC3103 Devine St. · Columbia, SC 29205 · (803) 250-6464 · Financial planningCRD 324003 · % of assets, Hourly charges, Fixed fees · $23.9 million AUMState registeredNo commissions reportedCcm Investment Advisers, LLC1201 Main Street Suite 1910 · Columbia, SC 29201 · (803) 254-9500 · % of assets managedCRD 105743 · % of assets · $1.5 billion AUMSEC registeredNo commissions reported

All 19 in Columbia →