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Find Top Financial Advisors in Myrtle Beach, 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 Myrtle Beach, South Carolina
Last Updated - 24-Jan-2023

Myrtle Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 21 non-vetted advisors in your local area. These financial advisors in Myrtle Beach, South Carolina have an average of 37 years of experience.

NOTE: The list of financial advisors in Myrtle Beach, 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 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
TUNNELL FINANCIAL
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
25 Not Specified Not Specified Not Specified
Strategic Investment Partners
Accredited Investment Advisor
STRATEGIC INVESTMENT PARTNERS
1508 Military Cutoff Rd.,
Suite 206,
Wilmington, NC 28403
50 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Myrtle Beach

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

Compensation/Fee Commissions, 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 Oxford Universitys online Risk Management course. 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.

About Tunnell Financial

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) College Planning Estate Planning Investment & Wealth Management Key Man Business Planning Buy-Sell Business 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

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


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

Firm Name AUM No. of Clients Fee Structure
CAROLINA WEALTH ADVISORS
1110 London Street , Suite 204,
Myrtle Beach, SC 29577
$200,719,005 1031 A percentage of AUM
Hourly charges

    List of Additional Advisors in Myrtle Beach, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barry S Capps
    Inquire with Barry
    2411 N Oak St, Ste 305, Myrtle Beach, SC  29577 843-444-0306
    Carolina Insurance Group, LLC
    Inquire with Carolina
    2511 North Oak Street, Myrtle Beach, SC  29577 843-946-9915
    Dion Dobranski | Symmetry Financial Group
    Inquire with Dion
    296 Connemara Dr Unit C, Myrtle Beach, SC  29579 843-855-5464
    Isle Cottage Apartment Homes
    Inquire with Isle
    505 Silver Gaff Court, Myrtle Beach, SC  29579 843-236-3369
    Cary Rowell, Financial Advisor with Eagle Strategies LLC
    Inquire with Cary
    628 Chestnut Rd, Myrtle Beach, SC  29572 843-449-7805
    Allstate Personal Financial Representative: Larry Hyams
    Inquire with Allstate
    4763 Highway 17 Byp S, Myrtle Beach, SC  29577 843-293-4444
    Oak Street Advisors
    Inquire with Oak
    1335 44th Ave N Ste 201, Myrtle Beach, SC  29577 843-946-9868
    Edward Jones
    Inquire with Edward
    3481 Belle Terre Blvd, 5, Myrtle Beach, SC  29579 843-236-9069
    Edward Jones
    Inquire with Edward
    2411 N Oak St, Suite 402, Myrtle Beach, SC  29577 843-626-3659
    Edward Jones
    Inquire with Edward
    4325 Dick Pond Rd, Ste F, Myrtle Beach, SC  29588 843-748-0129
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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?