Find Top Financial Advisors in Mount Pleasant, South Carolina

Advisor Match Advisor Match

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 Mount Pleasant, South Carolina
Last Updated - 26-Sep-2022

Mount Pleasant has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 17 non-vetted advisors in your local area. These financial advisors in Mount Pleasant, South Carolina have an average of 9 years of experience.

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

Qualified Financial Advisors in Mount Pleasant, South Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Geilfuss
4401 Leeds Avenue,
Suite 225,
North Charleston, SC 29405
9 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Mount Pleasant

Qualifications CRD# 6062527
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 4401 Leeds Avenue,
Suite 225,
North Charleston,
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.

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

Firm Name AUM No. of Clients Fee Structure
Apollon Wealth Management, Llc
835 Coleman Blvd , Suite 102,
Mount Pleasant, SC 29464
$2,580,046,213 6569 A percentage of AUM
Hourly charges
Fixed fees
Morris Financial Concepts, Inc.
409 Coleman Blvd, Ste 100,
Mount Pleasant, SC 29464-5318
$355,690,685 813 A percentage of AUM
Hourly charges
Fixed fees
Saos Capital, Llc
410 Mill St , Suite 107,
Mount Pleasant, SC 29464
$172,167,057 1177 A percentage of AUM
Hourly charges
360 Financial Partners, Llc
1081 Johnnie Dodds Blvd. , Ste 100,
Mount Pleasant, SC 29464
$124,361,732 484 A percentage of AUM
Hourly charges
Fixed fees
Bowen Wealth
497 Bramson Court , Suite 102,
Mount Pleasant, SC 29464
$67,800,000 332 A percentage of AUM
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 Mount Pleasant, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Christopher Kauker
    Inquire with Christopher
    75 Port City Lndg, Ste 110, Mount Pleasant, SC  29464 843-352-8287
    Atlantic Coast Advisory Group
    Inquire with Atlantic
    421 Wando Park Blvd, Suite 140, Mount Pleasant, SC  29464 843-881-4904
    Karl I. Riner
    Inquire with Karl
    941 Houston Northcutt Blvd, Mount Pleasant, SC  29464 843-856-6616
    Alan Greg Hollingsworth
    Inquire with Alan
    941 Houston Northcutt Blvd, Mount Pleasant, SC  29464 843-856-6652
    The LeBoeuf Group
    Inquire with LeBoeuf
    941 Houston Northcutt Blvd, Mount Pleasant, SC  29464 843-856-6606
    Michael Smalyga
    Inquire with Michael
    900 Island Park Drive, Suite 201, Mount Pleasant, SC  29492 843-856-6605
    Charleston, SC Branch Office
    Inquire with Charleston,
    941 Houston Northcutt Blvd, Suite 100, Mount Pleasant, SC  29464 843-856-6616
    The French Team
    Inquire with French
    941 Houston Northcutt Blvd, Mount Pleasant, SC  29464 843-856-6631
    Mark Richard French
    Inquire with Mark
    941 Houston Northcutt Blvd, Mount Pleasant, SC  29464 843-856-6631
    Blue Bear Financial
    Inquire with Blue
    1040 E Wall Street, Mount Pleasant, SC  29464 843-654-1388
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in South Carolina?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      Frequently Asked Questions

      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.

      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.

      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.

      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.

      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?