Fee-OnlyFinder

Financial planning in Columbia, SC

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

All 13

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 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 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 reported
Multipath 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 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 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