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-Sep-2022

Myrtle Beach has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 22 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
1361 21st Ave. N.,
Suite 107-B,
Myrtle Beach, SC 29577
25 Not Specified Not Specified Not Specified
Les H. Kern
2306 Wrightsville Ave.,
Unit 201,
Wilmington, NC 28403
37 $20,000,000 Not Specified Fee-Based
Strategic Investment Partners
Accredited Investment Advisor
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,
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 CRD# 1140180
Firm CRD# 116324
Series 6, 7, 24, 63, 65

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

Office Location 2306 Wrightsville Ave.,
Unit 201,
Phone Number 910-763-5050

Over 400 years ago, John Donne wrote "No man is an island entire of itself; every man is a piece of the continent, a part of the main". It is this ethos that has guided my career as a financial advisor. I believe that only by working together can we achieve wonderful things. Planning for your financial future is no different. With the busyness of our daily lives, it is a team effort helping plan your family´s financial future that makes the difference. My practice is supported by the good people at D.H. Hill Advisor and Belpointe Asset Management. People with years of experience contributing to my 30 plus years as an advisor with all of us looking to serve our clients. Planning for retirement is the time to imagine a new life full of possibilities. With our listening ear and experience, we work to help make this a transition into the best stage of your life, allowing what is profoundly important to take center stage. I will deal with integrity and honesty, reflecting that people are important and that my purpose is to bring credit to our Lord Jesus Christ. I have partnered with the Estate Planning Team which is comprised of tax attorneys, CPAs, and advisors like myself committed to assisting clients with business transitions. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Should you have any questions or would like more information on our firm feel free to email us at lkern@dhhill.com or call us at (910) 763-5050. I am looking forward to hearing from you.

About D.H. Hill Wealth Management

History teaches us that Holding onto equity assets rotating on a relative strength basis produces the best long term wealth building. The more history you are aware of, the more this becomes critically apparent. We believe that while it is important to choose investments with a strategy. We teach clients that to get the best return, their portfolios cannot go backwards. We recommend investments with well-defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible. Les H. Kern is an Investment Advisor, of a wealth management firm of D.H. Hill Wealth management group, that is committed to helping clients get to retirement and to help provide a sound retirement income they cannot outlive. As a true independent advisor firm, our customized programs are designed to protect, conserve and grow our client's wealth by sound income strategies with investments that strive to deliver an unprecedented level of income with services.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 5915046
Series 7, 66

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

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

BRENT F. HAYES - MANAGING PARTNER: Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.

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

    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.

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