Find a Financial Advisor in Charleston, SC

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

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We Only Work With The Best Charleston 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, SC


  • Financial Advisor Close to Charleston, 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, 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, SC

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

  • Population: 135,257
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $331,100
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $98,288
  • 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, 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, SC Financial Advisor FAQs

Charleston is the largest city in the United States, the county seat of Charleston County, and the primary city of the Charleston-North Charleston metropolitan area. The city lies just south of the geographical midpoint of South Carolina's coastline on Charleston Harbor, an inlet of the Atlantic Ocean formed by the confluence of the Ashley, Cooper, and Wando rivers. Commonwealth is a market leader, with 43,585 people and $22.5 billion in yearly revenue. It is the largest employer in Charleston, South Carolina. The Charleston Museum, the Charleston Harbor, and the Cathedral of Saint John the Baptist are among the city's most well-known attractions. Financial advisors are serving in Charleston, SC, the largest city in the state where it stands and the county seat of Charleston County. The city is located south of the geographical midpoint of South Carolina's coastline on Charleston Harbor. The districts composing the city are Downton/The Peninsula, West Ashley, Johns Island, James Island, Cainhoy Peninsula, and Daniel Island. Back in 2016, the city was ranked as the best city in the world according to Travel + Leisure Magazine because of its strong tourism industry. Visit the links below to see financial advisors working nearby.

Ask if the potential financial advisor has availed of some of the products and services they are offering clients. If they do, this should be a plus considering they are believers of their own products.

The cost of a financial advisor is dependent on the individual's needs. Some will charge an hourly fee, while others may take a cut of the assets you give them control over.

You need to make the decision based on the services, qualifications, and trustworthiness of each advisor.

Financial advisors have access to the latest research on economic trends and investments. They can help you plan your taxes most effectively. An advisor can also represent a buffer between us and our often-impulsive selves – helping us avoid mistakes we know we shouldn't make.

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.