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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.
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
AWMA®, CFP®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 4401 Leeds Avenue, Suite 225, North Charleston, SC 29405 |
9 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6062527
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC
29405
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.
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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?
