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Find Best Financial Advisors in South Carolina

Advisor Match

A densely populated state like South Carolina has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in South Carolina and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in South Carolina

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in South Carolina
Financial Advisor Office Location Phone Number
Jason Heming
Capital City Financial Partners
5111 Trenholm Road,
Columbia, SC  29206
(803) 782-0671
Tim Ritter
Creative Planning
856 Lowcountry Blvd #101,
Mt Pleasant, SC  29464
(919) 698-0116
Bruce Brenner Wood
Hilton Head Capital Partners
7 Lafayette Place,
Hilton Head Island, SC  29926
(833) 300-4427
Jason Allen, CFA®
Chatham Capital Group
90 Main Street, Suite A,
Hilton Head Island, SC  29926
(404) 245-6987
Roy Janse
DeHollander & Janse Financial Group
325 Rocky Slope Road, Suite 302,
Greenville, SC  29607
(864) 375-4700
Jason Noble
Edelman Financial Engines, LLC
4401 Leeds Avenue,
North Charleston, SC  29405
(843) 952-2135
Bradley Tunnell
Tunnell Financial
1113 44th Ave. N.Suite 103,
Myrtle Beach, SC  29577
(843) 222-8964
Robert DeHollander
DeHollander & Janse Financial Group
3515 Pelham Road, Suite 100,
Greenville, SC  29615
(864) 770-0220
Adam Wiles
Global View, LLC
420 E Park Ave, Suite 303,
Greenville, SC  29601
(864) 272-0818

Information on Qualified Financial Advisors in South Carolina

Qualifications CRD# 171991
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 5111 Trenholm Road,
Suite #100,
Columbia,
SC 
29206
Phone Number (803) 7820671

About Capital City Financial Partners

At Capital City Financial Partners, we encourage you to sit down with us and discover what your ideal retirement looks like. During our initial meeting, we'll discuss the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, as well as analyze your current fees and tax allocation. Using this information, we'll examine your financial situation and together we'll determine the best strategy to accomplish your goals, recommend ways to reduce your fees and improve tax benefits. We'll also suggest changes to your current investment strategy to align your risk tolerance with your investment portfolio. All of this is complimentary, and once you become a client, we'll continue to review your plan regularly as life events happen, markets change, and you reach different milestones in your retirement plan.



Qualifications CRD# 4663781
FirmCRD# 105348


Office Location 856 Lowcountry Blvd #101,
Mt Pleasant,
SC 
29464
Phone Number (919) 6980116

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 844688
FirmCRD# 299375
Series 65

Compensation/Fee Fee Only, Based on Assets, Hourly


Office Location 7 Lafayette Place,
Suite B,
Hilton Head Island,
SC 
29926
Phone Number (833) 3004427

With more than 40 years of investment, banking and financial experience, Bruce knows firsthand about asset preservation and keeping his clients on a steady investment course during volatile markets and changing economic times. Bruce's career path began in Richmond, Virginia, where he worked as a bank officer and financial analyst after serving as a Special Agent in Army Intelligence during the Vietnam conflict and receiving the Army Commendation Medal. He subsequently joined Merrill Lynch as a Financial Advisor and continued to build on his investment management experience over the years with Prudential Securities, EF Hutton/Smith Barney and UBS PaineWebber, before joining Wells Fargo Advisors. Bruce received his Bachelor of Science in Business Administration from California State University at Los Angeles. In his free time, you will find Bruce involved with antique automobiles, as a member of the Lowcountry Oyster & Motorcar Driving Society in Hilton Head Island, South Carolina. Over the years, Bruce has contributed to his community by serving as Past President of Lions Club International, Past President and Lt. Governor of Kiwanis International, and Special Olympics. He has also served his local Veterans of Foreign Wars (VFW). On a personal note, Bruce and his wife, Karen, are blessed with a daughter who resides in Annapolis, Maryland, and proudly served for 12 years as a U.S. Naval Officer. Bruce and Karen also have two retired racing greyhounds, and both volunteer to promote greyhound adoption awareness in their community.

About Hilton Head Capital Partners

Hilton Head Capital Partners founder, Bruce Wood, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing, an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.



Qualifications FirmCRD# 106174

Compensation/Fee Fee Only


Office Location 90 Main Street, Suite A,
Hilton Head Island,
SC 
29926
Phone Number (404) 2456987

Since joining Chatham Capital Group in 2014, Jason has provided financial advice and portfolio management services for his select group of clients. He also serves on the research committee to develop the firm's investment strategy. Prior to Chatham, Jason was responsible for portfolio management and investment strategy at Boys, Arnold & Company's Hilton Head Island office (2010 to 2014). Other previous positions include: managing partner at Atlanta Equity Research (2002 to 2009), equity research analyst at SunTrust Robinson Humphrey (1998 to 2002), and financial analyst at Delta Airlines (1996 to 1998) Jason received a B.S. in finance (1994) and an M.B.A. (1996) from Wake Forest University.

About Chatham Capital Group

After three decades of managing investment portfolios for institutional clients, the founders established Chatham Capital Group in 1996 to provide professional, unbiased wealth management advice to individuals, families, and their related foundations, as well as to manage their own financial affairs. Our firm is profitable and thriving, and we are honored to oversee $500 million in client assets under management.

What Makes Us Different?
Our Interests Are Completely Aligned with Yours. We are fiduciaries. We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results. Clients Receive Personal Attention. Each principal works with a limited number of clients, far fewer than typical investment firms, allowing us to focus on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible. Our Team Is Highly Experienced and Knowledgeable. Our financial professionals include five CFA® charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our clients financial quarterback, helping guide them through challenging and complex issues. We Are Local and Independent. Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.



Qualifications CRD# 4568949
FirmCRD# 8032
Series 7, 66


Office Location 325 Rocky Slope Road, Suite 302,
Greenville,
SC 
29607
Phone Number (864) 3754700

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and achieve their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. Since then, he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you accomplish your goals, while doing the worrying for you.

About DeHollander & Janse Financial Group

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources. By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.



Qualifications CRD# 5106029
FirmCRD# 104510
Series 66


Office Location 4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 
29405
Phone Number (843) 9522135

Im passionate about working with families and developing strategies to help them accomplish their financial and retirement goals. I am experienced in building and implementing financial plans by getting to know my clients really well. Through thoughtful conversations, I learn their personal goals and concerns and provide an easy to understand plan to help them achieve their goals. In my spare time, I enjoy spending time with my family and staying active in my community and church.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2888131
FirmCRD# 141413
Series 6, 63, 65


Office Location 1113 44th Ave. N.Suite 103,
Myrtle Beach,
SC 
29577
Phone Number (843) 2228964

Brad and his wife Carla live in Loris, SC and have been married for 21 years. He received his undergraduate degree from Clemson University and in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program. He is currently completing Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Mr. Tunnell anticipates completing the curriculum mid-2020. Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction. Understanding that clients are in different stages of their lives is very important. They may be purchasing their first home, financing a child's college education, planning for retirement, or protecting and growing their savings while in retirement. We believe that a financial plan must reflect their personal situation.

About Tunnell Financial

Safer Solutions with Growth Opportunities for savings including IRAs as well as Non-qualified funds: Social Security Reports 22 Years of Experience Undergraduate Degree from Clemson University, Duke University CFP Certification, Harvard Business School (online) CORe (currently enrolled) Retirement 401(k) College Planning Estate Planning Investment & Wealth Management Key Man Business Planning Buy-Sell Business Planning



Qualifications CRD# 3130256
FirmCRD# 3130256
Series 7, 66


Office Location 3515 Pelham Road, Suite 100,
Greenville,
SC 
29615
Phone Number (864) 7700220

As the founding partner of DeHollander & Janse Financial Group, Rob helps his clients succeed through a personalized approach to financial planning. His passion lies in not only helping his clients achieve their lifetime dreams but in also making sure they enjoy the journey. He builds customized solutions that are as unique as the individual client. According to Rob, "Financial clarity and confidence are the product of solid financial planning". Rob began his financial planning career in 1999 as a financial advisor with American Express Financial Advisors. In order to offer clients independent, objective advice, Rob launched the DeHollander & Janse Financial Group in July of 2009. As a former engineer, Rob knows how to 'run the numbers' but also communicates ideas in easy to understand terms. Rob's practice works with individuals, executives, business owners, and non-profit organizations such as churches and schools. His areas of focus are retirement income planning, portfolio and wealth management, estate planning, insurance and managing retirement plans for businesses.

About DeHollander & Janse Financial Group

We've been helping individuals, families, and corporations in the upstate of South Carolina for more than 20 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that's right for you.



Qualifications CRD# 4798512
FirmCRD# 145499

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 420 E Park Ave, Suite 303,
Suite 303,
Greenville,
SC 
29601
Phone Number (864) 2720818

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

About Global View, LLC

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries consisting of five Advisors and support staff work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER TM Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our client's, with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?