Find a Financial Advisor in Sumter County, SC


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

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We Only Work With The Best Sumter 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


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


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 Sumter County, SC

  • Financial Advisor Close to Sumter 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 Sumter County, SC

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sumter County, SC

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

  • Population: 106,757
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $137,900
  • Average Monthly Housing Cost: $752
  • Average Household Income: $59,059
  • 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 Sumter County, SC




(803) 778-8271

One Broad Street

Sumter, SC 29151

SEC#: 801-19690
Years in Business: 38 years


Sumter County, SC Financial Advisor FAQs

The method varies for different industries, but the most common way financial advisors get paid is through commissions.
Financial advisors vary in their areas of expertise and experience. A good place to start is to look on their website for an Investors Questionnaire, which can help you clarify your needs as they relate to different planning stages.
Financial advisors are professionals who manage other people's money. That's what they do best, and that is why they're successful at their job. They're not budgeting experts nor are they legal scholars, but both play an important role in achieving success with their clients' finances long-term.
The best financial advisors possess an incredible understanding of money management that they use to guide clients in making sound decisions about where to put their cash and how it should be used.