Find a Financial Advisor in Charleston County, SC

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

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We Only Work With The Best Charleston 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 Charleston County, SC


  • Financial Advisor Close to Charleston 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 Charleston 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 Charleston County, SC

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

  • Population: 401,165
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $328,900
  • Average Monthly Housing Cost: $1,248
  • Average Household Income: $95,174
  • 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 Charleston County, SC

 

TANDEM INVESTMENT ADVISORS INC

Website

(843) 720-3413

145 King Street
Suite 400
Charleston, SC 29401

SEC#: 801-57846
Years in Business: 21 years

FAMILY ASSET MANAGEMENT, LLC

Website

(843) 723-2994

25 Society Street

Charleston, SC 29401

SEC#: 801-83169
Years in Business: 7 years

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Website

(843) 720-3527

701 East Bay Street
Suite 403
Charleston, SC 29403

SEC#: 801-119693
Years in Business: 1 years

CURRAN FINANCIAL PARTNERS, LLC

Website

(843) 300-1182

672 Marina Drive, Suite 207

Charleston, SC 29492

SEC#: 801-119322
Years in Business: 1 years

CHARLESTON FINANCIAL ADVISORS, LLC

Website

(843) 722-3331

4 North Atlantic Wharf, Suite 200

Charleston, SC 29401

SEC#: 801-107090
Years in Business: 6 years

JBJ INVESTMENT PARTNERS, LLC

Website

(843) 606-3917

701 E. Bay Street
Suite 305
Charleston, SC 29403

SEC#: 801-78137
Years in Business: 8 years

VICTORIA CAPITAL MANAGEMENT, INC.

Website

(843) 342-3044

211 King Street
Suite 106
Charleston, SC 29401

SEC#: 801-112588
Years in Business: 4 years

PERFORMA LIMITED (US), LLC

Website

(843) 297-4940

701 East Bay Street
Suite 405
Charleston, SC 29403

SEC#: 801-76943
Years in Business: 9 years

HEALTHCOR PARTNERS MANAGEMENT, L.P.

Website

(212) 622-7726

701 East Bay Street

Charleston, SC 29403

SEC#: 801-74191
Years in Business: 10 years

 


Charleston County, SC Financial Advisor FAQs

Charleston County is located in the southeastern United States, on the coast of South Carolina. The county is bounded by the Atlantic Ocean to the east, the Cooper River to the south and west, and Berkeley and Dorchester counties to the north. The top employer in Charleston County, South Carolina is the Charleston County School District, with over 10,000 employees and an annual revenue of over $1 billion. Charleston County is best known for its beautiful beaches, historical architecture, and culture. There is also a great food scene in Charleston, with many local restaurants serving up Southern cuisine. Connect with our trusted team of financial advisors in Charleston County, SC which is located along the Atlantic coast. It holds the record as the third most populous county in South Carolina. By total land and water area, it also holds the record as the largest county in all of South Carolina. Some of its adjacent counties are Berkeley County in the north, Colleton County in the west, Dorchester County in the northwest, and Georgetown County in the northeast. The links below will route you to financial advisors working nearby.

The first question you may want to ask a financial advisor is actually what they charge for their services. Come up with a ballpark figure as to what fee would be justifiable given the services rendered and how much control you have over the account.

If you're planning to establish long-term financial goals, then it makes sense for an expert advisor to help keep track of your transactions and invest according to your needs. You may also find yourself in need of sound advice when considering how much money you should leave to heirs or if investing in stocks is worth the risk.

Commonly, financial advisors work with people to help them make wise decisions about their money—such as how to save for retirement, what type of insurance they need, whether college is affordable, etc.

There are various ways to know if an advisor is legitimate, from researching their qualifications or by checking with the equivalents in your country, to finding out how much they charge for specific services.