Fee-OnlyFinder

Advisers in Columbia, SC

19 advisers in Columbia — 19 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (6)Flat / fixed fees (13)Retirement plan consulting (7)

All advisers

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 reportedBeers Kight Financial Advisors, LLC3830 Forest Drive · Columbia, SC 29204 · (803) 787-0003 · Financial planningCRD 160286 · % of assets, Hourly charges, Fixed fees · $179.4 million AUMSEC 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 reportedDavinci Financial Designs5301 N. Trenholm Road, Suite a · Columbia, SC 29206 · (803) 741-0134 · Financial planningCRD 163362 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reported
Hms Financial Services, LLC10 Calendar Court, Suite 200 · Columbia, SC 29206 · (803) 790-6113 · % of assets managedCRD 131569 · % of assets · $118.5 million AUMSEC registeredNo commissions reportedHobbs Group Advisors LLC1727 Laurel Street · Columbia, SC 29201 · (803) 540-3034 · Financial planningCRD 157274 · % of assets, Hourly charges, Fixed fees · $584.4 million AUMSEC registeredNo commissions reportedMultipath Wealth Management2191 Pickens Street, Ste 307 · Columbia, SC 29201 · (307) 395-9700 · Financial planningCRD 306130 · % of assets, Fixed fees · $5.5 million AUMState registeredNo commissions reportedPendleton Street Advisors, LLC1100 Shirley Street · Columbia, SC 29205 · (803) 799-1301 · Flat / fixed feesCRD 168040 · % of assets, Fixed fees · $83.2 million AUMState registeredNo commissions reportedSouthstate Private Capital Management LLC520 Gervais Street · Columbia, SC 29201 · (803) 231-3492 · Financial planningCRD 165306 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedSpectrum Wealth Advisors, LLC240 Stoneridge Drive, Suite 300 · Columbia, SC 29210 · (803) 454-0310 · % of assets managedCRD 144452 · % of assets · $53.3 million AUMState registeredNo commissions reportedWallick Investments, LLC2118 Lincoln Street · Columbia, SC 29201 · (803) 699-9400 · % of assets managedCRD 162976 · % of assets, Other · $168.3 million AUMSEC registeredNo commissions reportedWcp Capital Management LLC3924 Forest Drive, Suite 10 · Columbia, SC 29204 · (803) 708-6526 · % of assets managedCRD 151995 · % of assets · $22.0 million AUMState registeredNo commissions reportedWilliam B. Walkup & Associates, INC.142 Atrium Way · Columbia, SC 29223 · (803) 462-9395 · Financial planningCRD 135533 · % of assets · $178.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Columbia? 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.