Find a Financial Advisor in Berkeley County, SC

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We did the hard work of finding trustworthy partners in Berkeley County, SC.

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We Only Work With The Best Berkeley County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Berkeley County, SC

  • Financial Advisor Close to Berkeley County, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Berkeley County, SC

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Berkeley County, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Berkeley County financial advisors.
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How Retirement-Friendly is Berkeley County, SC?

  • Population: 215,044
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $197,100
  • Average Monthly Housing Cost: $1,094
  • Average Household Income: $79,276
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)

The Top Financial Advisor Firms in Berkeley County, SC



Berkeley County, SC Financial Advisor FAQs

Berkeley County is located in the Lowcountry region of South Carolina. The county seat is Moncks Corner. Berkeley County is bordered by Charleston County to the south, Dorchester County to the north, and Orangeburg County to the west. Berkeley County covers an area of 644 square miles. The top employer in Berkeley County is the Berkeley County School District with approximately 4,500 employees and an annual revenue of $370 million. Berkeley County, South Carolina is best known for its history, arts, and culture. The county is home to a number of historical sites, including the Old Exchange and Provost Dungeon, which date back to the colonial era. Berkeley County is also home to a number of art galleries and museums, including the Charleston Museum and the Gibbes Museum of Art. Connect with our trusted team of financial advisors in Berkeley County, SC whose county seat is Moncks Corner. It is included in the Charleston-North Charleston, SC Metropolitan Statistical Area. Established in 1682, the county was named after John and William Berkeley who were known to be the co-owners of the Province of Carolina. Some of its adjacent counties are Georgetown County in the east, Clarendon County in the north, Dorchester County in the west, and Charleston County in the south. The links below will route you to financial advisors working nearby.

Ask about the breadth of the services they provide, what service levels are offered for each customer. Ask about their disciplinary history with regulatory bodies because you don't want someone who has had anything against them in this industry.

Yes! The decisions that you make about your finances can drastically affect your future. If you're not sure how or where to start, find a financial advisor who specializes in things like retirement. They will be able to give you great advice for your situation.

Financial advisors can help set and make sense of financial decisions/planning, monitor finances on a day-to-day basis, or even manage individual's investments.

The very first thing you want to do is check for industry registration with the FINRA or SEC. You can also research their education credentials and history in the industry by contacting the institute they attended, and reading articles about them in trade publications.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.