Find a Financial Advisor in Columbia, SC

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Columbia 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 Columbia, SC


  • Financial Advisor Close to Columbia, 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 Columbia, 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 Columbia, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Columbia financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Columbia, SC?

  • Population: 133,273
  • % of Population 62 Years and Over: 13%
  • Average Home Value: $188,600
  • Average Monthly Housing Cost: $959
  • Average Household Income: $76,118
  • 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 Columbia, SC

 

CCM INVESTMENT ADVISERS, LLC

Website

(803) 254-9500

1201 Main Street Suite 1910

Columbia, SC 29201

SEC#: 801-29159
Years in Business: 34 years

JE WILSON ADVISORS, LLC

Website

(803) 799-9203

2431 Devine Street

Columbia, SC 29205

SEC#: 801-55086
Years in Business: 23 years

SOUTH STATE ADVISORY, INC.

Website

(803) 231-3492

520 Gervais St

Columbia, SC 29201

SEC#: 801-71264
Years in Business: 11 years

ANCHOR INVESTMENT MANAGEMENT

Website

(803) 790-6654

3205 Devine Street

Columbia, SC 29205

SEC#: 801-64338
Years in Business: 16 years

HOBBS GROUP ADVISORS LLC

Website

(803) 540-3034

1704 Laurel Street

Columbia, SC 29201

SEC#: 801-113063
Years in Business: 3 years

BEERS KIGHT FINANCIAL ADVISORS, LLC

Website

(803) 787-0003

3830 Forest Drive

Columbia, SC 29204

SEC#: 801-73105
Years in Business: 9 years

ABACUS PLANNING GROUP, INC.

Website

(803) 933-0054

2500 Devine Street

Columbia, SC 29205

SEC#: 801-55414
Years in Business: 23 years

DAVINCI FINANCIAL DESIGNS

Website

(803) 741-0134

5301 N. Trenholm Road
Suite A
Columbia, SC 29206

SEC#: 801-80733
Years in Business: 6 years

YON DRAKE & ASSOCIATES INC

Website

(803) 256-,X28

914 Richland St
Suite C-200
Columbia, SC 29201

SEC#: 801-49757
Years in Business: 26 years

 


Columbia, SC Financial Advisor FAQs

The type of fees that a financial advisor charges usually depend on the services they offer and the firm they work for. For example, some advisors may charge a percentage of assets under management (AUM) and others may charge an hourly rate for advice and planning.
A financial advisor is a professional that helps with your finances. It's their job to think of only the best ways to help you spend and save your money, and they want you to reach all of your goals. That may mean helping you with investing for retirement, college planning, reducing debt and improving credit scores; it varies from client to client.
To find a good financial advisor, you should ask friends and family that they trust for referrals to advisors in your area. You can also do an Internet search for financial advice near me or talk to a banker at your credit union.
You should consider meeting with a financial advisor if you are nearing retirement or have any concerns about your current financial situation. For many people, the need for outside support is only realized when they turn to take care of their own finances. It's better to be proactive rather than reactive - having an expert guide you through the complex world of finances can help ensure that your savings are put into investments that will offer long-term protection and stability.