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Find Best Financial Advisors in South Carolina

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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.

Finding the Top Financial Advisor in South Carolina
Last Updated - 21-Sep-2022

South Carolina has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 776 non-vetted advisors in your local area. These financial advisors in South Carolina have an average of 19 years of experience.

NOTE: The list of financial advisors in South Carolina mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in South Carolina.

List of Qualified Financial Advisors in South Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bradley Tunnell
LUTC - Advanced Estate Planning
TUNNELL FINANCIAL
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
25 Not Specified Not Specified Not Specified
Adam Wiles
CFP®
GLOBAL VIEW, LLC
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Not Specified $250,000 Fee-Only
John Geilfuss
AWMA®, CFP®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
4401 Leeds Avenue,
Suite 225,
North Charleston, SC 29405
9 Not Specified Not Specified Fee-Based
Roy Janse
CFP®, AIF®
GOLDFINCH WEALTH MANAGEMENT
325 Rocky Slope Road, Suite 302,
Greenville, SC 29607
19 $162mm Not Specified Not Specified
Bland Burkhardt
CPA, CFP®, PFS
GOEPPER BURKHARDT
531 South Main Street,
Suite 303,
Greenville, SC 29601
30 $240,000,000 Not Specified Fee-Only

Information on Qualified Financial Advisors in South Carolina

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

Compensation/Fee Commissions, Based on Assets


Office Location 1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach,
SC
29577
Phone Number 843-222-8964

Brad, Carla, Alex and Tucker (puppies), live in Loris, SC and have been married for 25 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 and he has completed Harvard Business School's CORe program. The program focuses on Business Analytics, Economics for Managers, as well as Financial Accounting. Brad is currently enrolled in Oxford Universitys online Risk Management course. 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.

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

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4798512
Firm CRD# 145499

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


Office Location 420 E Park Ave,
Suite 303,
Greenville,
SC
29601
Phone Number 864-272-0818

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 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 clients', 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.


Qualifications CRD# 6062527
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 4401 Leeds Avenue,
Suite 225,
North Charleston,
SC
29405
Phone Number 843-501-2250

I believe financial education is critical to help people understand and achieve financial independence. My goal is to educate others and help guide them toward a happier life financially.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4568949
Firm CRD# 8032
Series 7, 66


Office Location 325 Rocky Slope Road, Suite 302,
Greenville,
SC
29607
Phone Number 864-375-4700

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 the goal of 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 work towards achieving 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 while managing their assets, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. This drive, to always offer the best available service and solutions to his clients, had him on January 1st, 2021 further rebrand as Goldfinch Wealth Management. Over the years 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 work towards accomplishing your goals, while doing the worrying for you.

About Goldfinch Wealth Management

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. Roy Janse is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Roy Janse is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Roy Janse is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Roy Janse is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 127896

Compensation/Fee Fee-Only, Based on Assets


Office Location 531 South Main Street,
Suite 303,
Greenville,
SC
29601
Phone Number 864-370-3244

About Goepper Burkhardt

Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.
We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


Top Financial Advisor Firms in South Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Fortigent, Llc
1055 Lpl Way,
Fort Mill, SC 29715
$3,819,282,313 925 A percentage of AUM
Fixed fees
Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)
Southstate Advisory, Inc.
520 Gervais St,
Columbia, SC 29201
$2,784,893,588 360 A percentage of AUM
Fixed fees
Tandem Investment Advisors Inc
145 King Street , Suite 400,
Charleston, SC 29401-2229
$2,033,104,604 4927 A percentage of AUM
Ccm Investment Advisers, Llc
1201 Main Street Suite 1910,
Columbia, SC 29201
$1,050,837,497 801 A percentage of AUM
Hourly charges
Fixed fees
The Cavanaugh Group Inc
70 Fort Walker Drive,
Hilton Head Island, SC 29928
$610,035,252 123 A percentage of AUM
Hourly charges
Burkett Financial Services, Llc
128 East Main Street , Suite 101,
Rock Hill, SC 29730
$416,687,981 1355 A percentage of AUM
Fixed fees
Hanover Advisors, Inc
55 Beattie Place , Suite 205,
Greenville, SC 29601
$315,817,475 604 A percentage of AUM
Hourly charges
Family Asset Management, Llc
997 Morrison Drive, Suite 401,
Charleston, SC 29403
$307,936,673 175 A percentage of AUM
Hourly charges
Fixed fees
Jackson Financial Services, Llc
1311 Chuck Dawley Blvd. , Suite 103,
Mt. Pleasant, SC 29464
$285,493,573 887 A percentage of AUM
Fixed fees
Other (REFERRAL FEES)
Fusion Capital, Llc
1459 Stuart Engals Blvd , Suite 301,
Mt. Pleasant, SC 29464
$282,443,331 1466 A percentage of AUM
Carolina Wealth Advisors
1110 London Street , Suite 204,
Myrtle Beach, SC 29577
$200,719,005 1031 A percentage of AUM
Je Wilson Advisors, Llc
2431 Devine Street,
Columbia, SC 29205
$139,875,774 236 A percentage of AUM
Fixed fees
Hms Financial Services, Llc
10 Calendar Court , Suite 200,
Columbia, SC 29206
$129,412,285 284 A percentage of AUM
Van Der Noord Financial Advisors, Inc.
The Village At Thornblade , 420 The Parkway, Suite G2,
Greer, SC 29650
$126,856,206 402 A percentage of AUM
Hourly charges
Fixed fees
Gunderson Capital Management
2072 Willbrook Lane,
Mount Pleasant, SC 29466
$0 0 A percentage of AUM
Subscription fees

    List of Additional Advisors in South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Aaron Neal
    Inquire with Aaron
    1002 Buck St, Conway, SC  29526 843-488-2192
    Brooks Crenshaw
    Inquire with Brooks
    320 East Main Street, Suite 410, Spartanburg, SC  29302 864-594-3460
    ASE Financial Advisory Group
    Inquire with ASE
    9 Buena Vista Way, Suite B, Greenville, SC  29615 864-254-0032
    Alan Lyles
    Inquire with Alan
    320 East Main Street, Suite 410, Spartanburg, SC  29302 864-594-3445
    Bobbi Presper
    Inquire with Bobbi
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8856
    Ansel Bunch
    Inquire with Ansel
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    Brad Tapscott
    Inquire with Brad
    259 Seven Farms Dr, Ste 200, Daniel Island, SC  29492 843-284-1237
    Ben A. Rast
    Inquire with Ben
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8990
    Drew Rowley
    Inquire with Drew
    1320 Main St, Ste 800, Columbia, SC  29201 803-343-8847
    Barry S Capps
    Inquire with Barry
    2411 N Oak St, Ste 305, Myrtle Beach, SC  29577 843-444-0306
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