Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Charleston County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Charleston County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Charleston County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.5% of Charleston County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Charleston County area can create a custom plan and walk with you each step of the way.
In the Charleston County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Charleston County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Charleston County area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. South Carolina has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Charleston County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Charleston County area when dealing with high-interest credit card debt and private student loans.

 

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: 20 years

FAMILY ASSET MANAGEMENT, LLC

Website

(843) 723-2994

25 Society Street

Charleston, SC 29401

SEC#: 801-83169
Years in Business: 6 years

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Website

(843) 720-3527

701 East Bay Street
Suite 403
Charleston, SC 29403

SEC#: 801-119693
Years in Business: 0 years

CURRAN FINANCIAL PARTNERS, LLC

Website

(843) 300-1182

672 Marina Drive, Suite 207

Charleston, SC 29492

SEC#: 801-119322
Years in Business: 0 years

CHARLESTON FINANCIAL ADVISORS, LLC

Website

(843) 722-3331

4 North Atlantic Wharf, Suite 200

Charleston, SC 29401

SEC#: 801-107090
Years in Business: 5 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: 3 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: 9 years

LIBERTY HALL CAPITAL PARTNERS, L.P.

Website

(646) 779-0442

200 Meeting Street
2nd Floor
Charleston, SC 29401

SEC#: 801-106786
Years in Business: 5 years