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.
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| List of Qualified Financial Advisors in South Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Bruce Brenner Wood Hilton Head Capital Partners |
7 Lafayette Place, Hilton Head Island, SC 29926 |
(833) 300-4427 |
| Roy Janse DeHollander & Janse Financial Group |
325 Rocky Slope Road, Suite 302, Greenville, SC 29607 |
(864) 375-4700 |
| Jason Noble Edelman Financial Engines, LLC |
460 King Street, Charleston, SC 29403 4401 Leeds Avenue, North Charleston, SC 29405 |
(843) 952-2135 |
| Dan Callahan, CFA Capasso Planning Partners |
56 Broad Street, Charleston, SC 29401 |
(843) 310-8732 |
| Bradley Tunnell Tunnell Financial |
1113 44th Ave. N.Suite 103, Myrtle Beach, SC 29577 |
(843) 222-8964 |
| Bobby Cummings Cummings Wealth Management Group |
1275 Ben Sawyer Blvd., Mount Pleasant, SC 29464 |
(843) 884-9898 |
| Robert Gardner CLU, ChFC®, RFC WSG Advisors, LLC |
1536 Fording Island Road, Hilton Head Island, SC 29926 |
(843) 837-8562 |
| 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 |
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.
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
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.
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 7, 24, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
460 King Street,
Suite 200,
Charleston,
SC 29403
Phone Number
(843) 9522135
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,SC 29405
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Political Science from Coastal Carolina University. Married to Rachel. They have two children: Avery and Ryan. Jason enjoys watch his Yankees and Ohio State Buckeyes, reading to his daughter every night and traveling.
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# 6111894
FirmCRD# 294673
Series 65
Office Location
56 Broad Street,
Suite 3C,
Charleston,
SC 29401
Phone Number
(843) 3108732
Dan Callahan is a partner and wealth advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning, cash flow analysis and risk management. Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, implementing wealth management strategies, and advising on small company retirement plans. During this time, he had the privilege of working closely with a diverse group of clients all across the country. Earlier in his career, Dan worked as an investment analyst and operations manager for a fee-only investment advisory firm. Dan is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance. Dan passed the Series 65 exam in 2011 and holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Outside of work, Dan is active in multiple basketball leagues, enjoys playing golf, and likes being outside as much as possible taking in the perfect Charleston weather.
Capasso Planning Partners was founded to help provide peace of mind to you and your family as you approach retirement and transition to full retirement. We help clients gain clarity on the tough questions: Can I afford to retire sooner rather than later? Am I invested too aggressively, or too conservatively? How should my portfolio look in retirement? If the market tanks, will I have enough money to last my lifetime? Will my family be ok if something happens to me? What is the best way to transfer my wealth to my heirs? What is my best strategy for social security and Medicare? Put simply, at Capasso Planning Partners, our team is here to help you invest smarter, build and maintain wealth, reduce taxes, eliminate debt efficiently, protect your assets, mitigate risks, and plan for your future with the highest confidence. Services Offered: Investment Management Retirement Planning Financial Planning Tax Planning Employee Benefits Estate Planning College Planning
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.
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# 2162075
FirmCRD# 8032
Series 6, 7, 24, 63
Office Location
1275 Ben Sawyer Blvd.,
Mount Pleasant,
SC 29464
Phone Number
(843) 8849898
Bobby Cummings is the president of Cummings Wealth Management Group. He earned the CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® Designee. He has been in business since 1990. His focus is providing wealth advisory services to business owners and professionals. Bobby says, "We are committed to helping our clients make smart decisions about their wealth so that it can help them-and their loved ones-lead fulfilling lives." He created "The Beacon Experience"," which is a process that strives to positively impact our clients by tailoring the financial planning process to the individual needs of his clients.
Welcome to Cummings Wealth Management Group Our company is built on a solid foundation of excellent client service and in-depth industry knowledge. Mission Statement Our mission at Cummings Wealth Management Group is to provide our clients financial security through wealth management with integrity, professionalism , and a caring touch. Our firm is currently accepting a select number of new clients. If you are an investor with a portfolio greater than $500,000, we welcome you to contact us for a complimentary consultation to discuss your unique financial situation.
Qualifications
CRD# 2131726
Office Location
1536 Fording Island Road,
Suite 101,
Hilton Head Island,
SC 29926
Phone Number
(843) 8378562
Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients. Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement. Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.
We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. Our Mission Statement is simply the following: In everything we do, we believe in challenging conventional wisdom in traditional wealth accumulation and distribution strategies. In everything we do, we believe in challenging the thinking of the Administration and itÂ’s strategies for taxing wealth in this country. In everything we do, we believe in creating proven wealth strategies where cash flow generated from these strategies can be exempt from Federal Income taxes under the Internal Revenue Code.
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.
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.
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?.
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While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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