Fee-OnlyFinder

Advisers in Charleston, SC

20 advisers in Charleston — 20 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (14)Hourly fees (6)Flat / fixed fees (12)Retirement plan consulting (7)

All advisers

Advisor.com525 King Street, Ste B · Charleston, SC 29403 · (843) 284-6261 · Financial planningCRD 318823 · % of assets, Fixed fees, Other · $126.8 million AUMSEC registeredNo commissions reportedAtvantis Wealth Management, LLC40 Calhoun St., Suite 250-G · Charleston, SC 29401 · (843) 209-3842 · Flat / fixed feesCRD 339074 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedBlue Granite Capital, LLC215 East Bay Street, Suite 500m · Charleston, SC 29401 · (843) 722-7330 · % of assets managedCRD 125607 · % of assets · $108.8 million AUMSEC registeredNo commissions reportedCalidris Financial, LLC677 King Street, Floor 3 · Charleston, SC 29403 · (917) 451-3141 · Financial planningCRD 334935 · % of assets, Hourly charges, Fixed fees · $43.3 million AUMState registeredNo commissions reportedCapasso Planning Partners LLC635 East Bay Street, Suite C · Charleston, SC 29403 · (843) 608-8487 · Financial planningCRD 294673 · % of assets, Hourly charges, Fixed fees · $274.2 million AUMSEC registeredNo commissions reportedCharleston Financial Advisors, LLC4 North Atlantic Wharf, Suite 200 · Charleston, SC 29401 · (843) 722-3331 · Financial planningCRD 137536 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedIncome Growth Advisors, LLC225 Seven Farms Drive, Suite 205a · Charleston, SC 29492 · (843) 628-5611 · Financial planningCRD 156340 · % of assets, Hourly charges, Other · $4.4 million AUMState registeredNo commissions reportedIntegritas Wealth Strategies, LLC677 King St, 3rd Floor · Charleston, SC 29403 · (843) 212-7011 · Financial planningCRD 332359 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedKaizen Wealth Management, LLC18 Broad Street, Suite 300 · Charleston, SC 29401 · (212) 362-3250 · Financial planningCRD 131466 · % of assets · $68.5 million AUMState registeredNo commissions reportedKinwell LLC1630 Meeting St, Suite 203 · Charleston, SC 29405 · (843) 308-1639 · Financial planningCRD 290449 · % of assets, Fixed fees · $214.7 million AUMSEC registeredNo commissions reported
Matthew Laydon Capital Management134 Wando Reach Rd. · Charleston, SC 29492 · (843) 568-1222 · Financial planningCRD 329960 · % of assets · $30.0 million AUMState registeredNo commissions reportedNicholson Wealth Management Group8 N. Adgers Wharf · Charleston, SC 29401 · (843) 790-2625 · Financial planningCRD 327001 · % of assets, Fixed fees · $322.0 million AUMSEC registeredNo commissions reportedObjectivity Squared Wealth Management701 East Bay Street, Suite 403 · Charleston, SC 29403 · (843) 212-2805 · Financial planningCRD 311052 · % of assets · $487.8 million AUMSEC registeredNo commissions reportedPermcap Investment Office10 Gillon Street · Charleston, SC 29401 · (843) 882-7950 · Financial planningCRD 157476 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedSouthern Capital Management Corporation4 Carriage Lane, #407 · Charleston, SC 29407 · (888) 528-8205 · Flat / fixed feesCRD 118508 · % of assets, Fixed fees · $43.0 million AUMState registeredNo commissions reportedTandem Investment Advisors INC145 King Street, Suite 400 · Charleston, SC 29401 · (843) 720-3413 · % of assets managedCRD 109392 · % of assets · $3.5 billion AUMSEC registeredNo commissions reportedTime & Wealth Management, LLC409 King Street, Suite 200 · Charleston, SC 29403 · (843) 212-6867 · Financial planningCRD 323599 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedVeritas Wealth Management LLC5900 Core Rd. Suite 201 · Charleston, SC 29406 · (843) 408-0611 · % of assets managedCRD 289046 · % of assets · $26.5 million AUMState registeredNo commissions reportedVictoria Capital Management, INC.109 East Bay Street, #1e · Charleston, SC 29401 · (843) 342-3044 · % of assets managedCRD 107665 · % of assets · $305.5 million AUMSEC registeredNo commissions reportedWarren Capital Group32 Cooper Street · Charleston, SC 29403 · (854) 246-8881 · Financial planningCRD 137449 · % of assets, Fixed fees · $131.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Charleston? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.