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.
South Carolina
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
783
non-vetted advisors in your local area. These financial advisors in
South Carolina
have an average of
22
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 |
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 |
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.
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.
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# 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.
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 CRSAdvisory 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
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 Hourly charges 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 Fixed fees |
THE CAVANAUGH GROUP INC
70 Fort Walker Drive, Hilton Head Island, SC 29928 |
$610,035,252 | 123 |
A percentage of AUM |
BURKETT FINANCIAL SERVICES, LLC
128 East Main Street , Suite 101, Rock Hill, SC 29730 |
$416,687,981 | 1355 |
A percentage of AUM Hourly charges Fixed fees |
HANOVER ADVISORS, INC
55 Beattie Place , Suite 205, Greenville, SC 29601 |
$315,817,475 | 604 |
A percentage of AUM |
FAMILY ASSET MANAGEMENT, LLC
997 Morrison Drive, Suite 401, Charleston, SC 29403 |
$307,936,673 | 175 |
A percentage of AUM Fixed fees |
JACKSON FINANCIAL SERVICES, LLC
1311 Chuck Dawley Blvd. , Suite 103, Mt. Pleasant, SC 29464 |
$285,493,573 | 887 |
A percentage of AUM Hourly charges 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 Hourly charges |
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 |
* 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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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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