Financial Advisors in South Carolina
Browse 118 financial advisors in South Carolina — page 2 of 3.
harbour wealth management group, inc.
daniel island, SC
hardin capital partners, llc
greenville, SC
headland capital
Mount Pleasant, SC
hilton head capital partners, llc
hilton head island, SC
hilton head financial advisors, inc.
hilton head, SC
hms financial services, llc
columbia, SC
hobbs group advisors llc
columbia, SC
idle hill advisors llc
greenville, SC
ihg
bluffton, SC
imprint wealth llc
Mount Pleasant, SC
intentional
Fort Mill, SC
ivy evergreen, llc
charleston, SC
j. freeman & associates
greenville, SC
jackson financial services, llc
Mount Pleasant, SC
jp wealth management, inc.
Mount Pleasant, SC
keen capital, ltd
chapin, SC
kinwell llc
charleston, SC
liberty hall capital partners, l.p.
charleston, SC
lpl enterprise, llc
Fort Mill, SC
lpl financial llc
Fort Mill, SC
magnolia financial planning services, inc.
seneca, SC
match grade advisors
greenville, SC
matty ai inc.
greenville, SC
metis wealth management & planning llc
bluffton, SC
modern capital management, co.
Mount Pleasant, SC
morris financial concepts, inc.
Mount Pleasant, SC
mtm investment management, llc
spartanburg, SC
nautilus funding solutions
daniel island, SC
nicholson wealth management group
charleston, SC
norris financial group, llc
greenville, SC
novus advisors
greenville, SC
oak advisors, llc
bluffton, SC
oak street advisors
myrtle beach, SC
objectivity squared wealth management
charleston, SC
oceanside advisors llc
Mount Pleasant, SC
performa limited (us), llc
charleston, SC
permcap investment office
charleston, SC
preference capital partners llc
charleston, SC
primetrust advisors llc
greenville, SC
prospera funds, inc.
isle of palms, SC
resolute capital, llc
greenville, SC
riverbend wealth management, llc
myrtle beach, SC
runey & associates wealth management
Mount Pleasant, SC
s2f capital management
charleston, SC
saos capital, llc
Mount Pleasant, SC
seas management, llc
florence, SC
southstate private capital management llc
columbia, SC
sqn venture partners, llc
charleston, SC
Frequently Asked Questions
How much does a financial advisor cost in South Carolina?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.