WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mount Pleasant, South Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Mount Pleasant, South Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Bobby Cummings Cummings Wealth Management Group |
1275 Ben Sawyer Blvd., Mount Pleasant, SC 29464 |
(843) 884-9898 |
| Jason Noble Edelman Financial Engines, LLC |
460 King Street, Charleston, SC 29403 |
(843) 952-2135 |
| Dan Callahan, CFA Capasso Planning Partners |
56 Broad Street, Charleston, SC 29401 |
(843) 310-8732 |
| Jason Noble Edelman Financial Engines, LLC |
4401 Leeds Avenue, North Charleston, SC 29405 |
(843) 952-2135 |
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# 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
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# 5106029
FirmCRD# 104510
Series 7, 24, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 29405
Phone Number
(843) 9522135
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.
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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?.
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?
