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Find Top Financial Advisors in Mount Pleasant, 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 Mount Pleasant, South Carolina

Last Updated - November 23, 2023

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
APOLLON WEALTH MANAGEMENT, LLC
835 Coleman Blvd, Suite 102, Mount Pleasant, SC 29464
92 6569 $2,580,046,213
A percentage of AUM, Hourly charges, Fixed fees
MORRIS FINANCIAL CONCEPTS, INC.
409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318
8 813 $355,690,685
A percentage of AUM, Hourly charges, Fixed fees
SAOS CAPITAL, LLC
410 Mill St, Suite 107, Mount Pleasant, SC 29464
4 1177 $172,167,057
A percentage of AUM
360 FINANCIAL PARTNERS, LLC
1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC 29464
3 484 $124,361,732
A percentage of AUM, Fixed fees
BOWEN WEALTH
497 Bramson Court, Suite 102, Mount Pleasant, SC 29464
3 332 $57,700,000
A percentage of AUM, Fixed fees
GUNDERSON CAPITAL MANAGEMENT
2072 Willbrook Lane, Mount Pleasant, SC 29466
10 0 $0
A percentage of AUM, Subscription fees
APOLLON FINANCIAL, LLC
835 Coleman Blvd, Suite 102, Mount Pleasant, SC 29464
7 0 $0
A percentage of AUM, Hourly charges, Fixed fees
IMPRINT WEALTH LLC
75 Port City Landing, Suite 110, Mount Pleasant, SC 29464
7 0 $0
A percentage of AUM, Fixed fees

    Select other cities around Mount Pleasant, 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.