Find Top Financial Advisors in Columbia, South Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Columbia, South Carolina
Last Updated - 09-May-2022

Columbia has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 96 non-vetted advisors in your local area. These financial advisors in Columbia , South Carolina have an average of 6 years of experience.

NOTE: The list of financial advisors in Columbia , 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 Columbia , South Carolina .

Qualified Financial Advisors in Columbia, South Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Tania C. Foster
300 Long Pointe Lane,
Columbia, SC 29229
6 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 5509910
FirmCRD# 312393
Series 6, 7, 63, 66

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

Office Location 300 Long Pointe Lane,
Suite 220R,
Phone Number 803-708-0047

Tania is a Financial Advisor with TF Wealth Advisors, LLC. She has worked in the financial services industry for over six years with experience assisting high-net worth individuals and business owners. She began her career working in the 401(k) sector, helping state and local government employees reach their retirement goals. As a financial advisor, Tania creates customized guidance, based on her clients' entire financial picture. She believes that trust is the foundation of every great relationship and the relationship with your advisor should be no different. In the community, Tania is honored to be a board member with the Ron Howell Foundation where she helps equip and empower young leaders. Additionally, she is an active volunteer with the SIFMA Foundation Investwrite program - a national writing competition offered to students and teachers participating in The Stock Market Game. Tania has been featured in several financial publications including CNBC, Yahoo Finance, U.S News & World Report, Fiduciary News, and GoBankingRates. When Tania is not hard at work serving clients, she is spending time with her wonderful family. She is married to Roger and they have two sons, Darniel (15) and Elton (5).

About TF Wealth Advisors

We Offer solutions to help you make sense of your finances. Our goal is to understand what is most important to you. We'll arm you with the resources to help you build from where you are now, while also preparing for the future.

Top Financial Advisor Firms in Columbia, South Carolina
Firm Name AUM No. of Clients Fee Structure
Ccm Investment Advisers, Llc
1201 Main Street Suite 1910,
Columbia, SC 29201
$1,050,837,497 801 A percentage of AUM
Fixed fees
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
Southstate Advisory, Inc.
520 Gervais St,
Columbia, SC 29201
$2,784,893,588 360 A percentage of AUM
Hourly charges
Fixed fees
Anchor Investment Management
3205 Devine Street,
Columbia, SC 29205
$1,087,635,156 1660 A percentage of AUM
Fixed fees
Hobbs Group Advisors Llc
1704 Laurel Street,
Columbia, SC 29201
$258,468,424 729 A percentage of AUM
Hourly charges
Fixed fees
Beers Kight Financial Advisors, Llc
3830 Forest Drive,
Columbia, SC 29204
$176,351,200 350 A percentage of AUM
Hourly charges
Fixed fees
Abacus Planning Group, Inc.
2500 Devine Street,
Columbia, SC 29205-2400
$1,670,508,559 2445 A percentage of AUM
Hourly charges
Fixed fees
Davinci Financial Designs
5301 N. Trenholm Road , Suite A,
Columbia, SC 29206
$257,659,169 1903 A percentage of AUM
Hourly charges
Fixed fees
Yon Drake & Associates Inc
914 Richland St , Suite C-200,
Columbia, SC 29201
$631,096,723 11 A percentage of AUM
Rise Vest Investments, Llc
122 Rio Rose Circle,
Columbia, SC 29205
$0 0 A percentage of AUM

    List of Additional Advisors in Columbia, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    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
    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
    Adam Jurewicz
    Inquire with Adam
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    Richard Bunch
    Inquire with Richard
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    John Ferguson
    Inquire with John
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7238
    Stephen West
    Inquire with Stephen
    1320 Main St, Ste 240, Columbia, SC  29201 803-251-4811
    David Taylor
    Inquire with David
    1320 Main St, Ste 240, Columbia, SC  29201 803-255-7070
    David Tate
    Inquire with David
    1813 Pickens St, Columbia, SC  29201 803-750-9337
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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.

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