Fee-OnlyFinder

Financial planning in Charleston, SC

14 advisers in Charleston offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

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 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 reportedMatthew 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 reported
Objectivity 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 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 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