Myrtle Beach, SC
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Find Top Financial Advisors in Myrtle Beach, South Carolina

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 Myrtle Beach, South Carolina

Last Updated - May 16, 2024

Myrtle Beach has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Myrtle Beach, South Carolina have an average of 38 years of experience.

NOTE: The list of vetted financial advisors in Myrtle Beach, South Carolina mentioned below does 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 Myrtle Beach, South Carolina.

Qualified Financial Advisors in Myrtle Beach, South Carolina

Financial Advisor Experience AUM Minimum Assets Fee Structure
Bradley Tunnell
LUTC - Advanced Estate Planning
PALMETTO WEALTH PLANNING
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
26 Years Not Specified $50,000 Not Specified
Strategic Investment Partners
Accredited Investment Advisor
1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403
50 Years Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Myrtle Beach, South Carolina

Qualifications CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65

Compensation/Fee Commissions, Flat Fee, 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 Harvard Business School,Onlines 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. Brad is currently enrolled in Harvard Business School Online's "Data Science" Certification Program.

About Palmetto Wealth Planning

Palmetto Wealth Planning

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) Estate Planning Structured Notes Investment & Wealth Management IRA 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 Firm CRD# 39543
Series 7, 66

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


Office Location 1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC
28403
Phone Number 910-509-7230

About Strategic Investment Partners

Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Myrtle Beach, South Carolina (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CAROLINA WEALTH ADVISORS
1110 London Street, Suite 204, Myrtle Beach, SC 29577
6 1248 $235,019,734
A Percentage of AUM, Hourly charges

    Select other cities around Myrtle Beach, South Carolina to broaden your search for a financial advisor

    Frequently Asked Questions

    To find a verified financial advisor in South Carolina, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.

    When evaluating the qualifications of financial advisors in South Carolina, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.

    Yes, it is common for financial advisors in South Carolina to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

    To determine the trustworthiness and reliability of a financial advisor in South Carolina, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    Financial advisors in South Carolina offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the South Carolina directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.

    When comparing different financial advisors in South Carolina, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in South Carolina, specifically tailored to your financial needs and goals.

    Yes, there are several online tools and resources that can assist you in searching for financial advisors in South Carolina. We recommend using the WiserAdvisor online directory for the state of South Carolina to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisor’s credentials.

    To determine if a financial advisor in South Carolina specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of South Carolina specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

    Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in South Carolina can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in South Carolina.

    Yes, there are financial advisors in South Carolina who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.

    Yes, a financial advisor in South Carolina can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    Yes, many financial advisors in South Carolina are also tax professionals or work closely with tax professionals to help clients with navigating state tax implications. These professionals possess expertise in South Carolina's tax laws, deductions, credits, and exemptions, enabling them to assist in helping you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning is among the services an advisor offers.

    Yes, there are financial advisors in South Carolina that provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of South Carolina can support you, read on about if you need a financial advisor as a small business owner.

    Yes, a financial advisor in South Carolina can provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance, business insurance, and flood insurance, that may be necessary to protect against potential damages caused by hurricanes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.

    Yes, a financial advisor in South Carolina can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about Charitable Planning Strategies.