Financial Advisors in South Carolina
Browse 118 financial advisors in South Carolina — page 3 of 3.
stokes capital advisors, llc
greenwood, SC
tandem investment advisors inc
charleston, SC
task force x capital management, llc
Fort Mill, SC
taverik capital, llc
greenville, SC
the bedminster group
bluffton, SC
the cavanaugh group inc
kiawah island, SC
the fiduciary alliance
greenville, SC
tidehaven wealth, llc
Mount Pleasant, SC
v.m. manning & co., inc.
greenville, SC
van der noord financial advisors, inc.
greer, SC
verity investment partners
beaufort, SC
victoria capital management, inc.
charleston, SC
volofin capital management
daniel island, SC
wallick investments, llc
columbia, SC
warren capital group
charleston, SC
wealth intelligently navigated, llc
spartanburg, SC
wealth management advisors, llc
greenville, SC
websterrogers financial advisors, llc
florence, SC
wildes financial strategies, inc
georgetown, SC
william b. walkup & associates, inc.
columbia, SC
xrc investment advisors llc
aiken, SC
yon drake & associates inc
columbia, 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.