Find a Financial Planner in Mount Pleasant, SC

 

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We Only Work With The Best Mount Pleasant 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 Mount Pleasant, SC


  • Financial Advisor Close to Mount Pleasant, 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 Mount Pleasant Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Mount Pleasant area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Mount Pleasant, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.6% of Mount Pleasant'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 Mount Pleasant area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Mount Pleasant area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Mount Pleasant area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Mount Pleasant area often offer tax planning services to their clients. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Mount Pleasant area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Mount Pleasant area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Mount Pleasant, 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 Mount Pleasant, SC

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

  • Population: 86,982
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $463,600
  • Average Monthly Housing Cost: $1,760
  • Average Household Income: $138,416
  • 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 Mount Pleasant, SC


JACKSON FINANCIAL SERVICES, LLC

Website

(800) 752-2354

1311 Chuck Dawley Blvd.
Suite 103
Mt. Pleasant, SC 29464

SEC#: 801-63379
Years in Business: 17 years

FUSION CAPITAL, LLC

Website

(843) 972-0065

1459 Stuart Engals Blvd
Suite 301
Mt. Pleasant, SC 29464

SEC#: 801-110473
Years in Business: 4 years

MODERN CAPITAL MANAGEMENT, CO.

Website

(800) 440-0442

825 Lowcountry Blvd
Suite 204
Mt Pleasant, SC 29464

SEC#: 801-117876
Years in Business: 1 years

GUNDERSON CAPITAL MANAGEMENT

Website

(619) 452-1432

2072 Wilbrook Lane

Mount Pleasant, SC 29466

SEC#: 801-80154
Years in Business: 6 years

MORRIS FINANCIAL CONCEPTS, INC.

Website

(843) 884-6192

409 Coleman Blvd, Ste 100

Mount Pleasant, SC 29464

SEC#: 801-60830
Years in Business: 19 years

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

Website

(800) 440-0442

825 Lowcountry Blvd.
Suite 204
Mt Pleasant, SC 29464

SEC#: 801-72611
Years in Business: 10 years

JP WEALTH MANAGEMENT, INC.

Website

(866) 562-6969

3401 Salterbeck Court
Suite 202
Mt. Pleasant, SC 29466

SEC#: 801-63273
Years in Business: 17 years

SAOS CAPITAL, LLC

Website

(843) 388-9925

109 Simmons Street

Mount Pleasant, SC 29464

SEC#: 801-72927
Years in Business: 9 years

APOLLON WEALTH MANAGEMENT, LLC

Website

(843) 579-0018

835 Coleman Blvd
Suite 102
Mount Pleasant, SC 29464

SEC#: 801-112350
Years in Business: 3 years

CARROLL INVESTORS, INC.

Website

(843) 345-3363

1036 Lansing Dr
Suite 102
Mt Pleasant, SC 29464

SEC#: 801-119870
Years in Business: 0 years