Find a Financial Advisor in Berkeley County, SC

 

Get Top Tier Financial Planning

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.

3rd Party Rankings

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

Experience

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

Trustworthiness

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.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
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

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.