Carolina Wealth Advisors

Wealth Management Firm in Myrtle Beach, SC

Firm Info
Address: 1110 London St # 204, Myrtle Beach, SC 29577, USA
Phone: (843) 448-4425

Firm Size
Assets Under Management: $200.7 million
# of Advisors: 3
# of Clients: 1,031
Client to Advisor Ratio: 344:1
Average Account Size: $194,684
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Carolina Wealth Advisors Overview

Carolina Wealth Advisors is a fee-only registered investment advisory firm that is located in Myrtle Beach, SC. The firm has been in operation since 2020, and they specialize in providing investment advice only to their clients. As a fee-only firm, Carolina Wealth Advisors emphasizes transparency and puts their clients' interests first in all their services. The firm's primary services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. With each service, Carolina Wealth Advisors offers tailored solutions that are customized to meet their clients' unique needs and goals. Their financial planning services help clients organize their financial affairs, identifying opportunities to save and invest while mitigating any potential risks. Carolina Wealth Advisors' portfolio management services provide clients with comprehensive investment strategies that align with their personal and business objectives. They take an active approach to investing, continually monitoring market trends and adjusting strategies as needed to achieve performance goals. Finally, the firm offers pension consulting services that help small businesses stay in compliance while developing and administering retirement plans that benefit both employers and employees. Overall, Carolina Wealth Advisors is a trusted partner for clients who want to grow and protect their wealth over the long term.

billing fixed fees CAROLINA WEALTH ADVISORS caters to various types of clients with different financial needs. Their client base includes individuals who require financial planning and investment management services. They also serve high net worth individuals who have complex financial portfolios and require personalized wealth management solutions. Apart from these client types, there are also other corporation types that the firm serves, which are not listed. CAROLINA WEALTH ADVISORS offers different fee structures depending on the service provided. Clients can choose to pay a percentage of the assets under management (AUM), which is commonly used for investment management services. Alternatively, clients can opt for hourly billing, which is suitable for financial planning or consulting services. For more customized solutions or one-time projects, the firm may offer fixed fees. These different fee structures provide flexibility and transparency for clients to choose the most suitable payment method.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Carolina Wealth Advisors states that the firm does not require a minimum account size to open or maintain an advisory account. Therefore, there is no investment minimum mentioned in the brochure. Clients are free to invest as much or as little as they wish with Carolina Wealth Advisors. This allows investors of all sizes to benefit from the firm's wealth management services, regardless of their financial means.

How This Office Can Help Myrtle Beach, SC Residents

Carolina Wealth Advisors is dedicated to helping clients in Myrtle Beach, SC to secure their financial futures. The company provides a comprehensive range of financial services to assist their clients in making informed decisions about their investments, retirement plans, and financial goals. The team at Carolina Wealth Advisors takes a holistic approach to financial planning, focusing on long-term strategies, risk management, tax minimization, and estate planning. Living in Myrtle Beach, SC, comes with unique financial challenges that Carolina Wealth Advisors is qualified to help address. Many retirees and soon-to-be retirees live in Myrtle Beach, and therefore, their financial needs revolve around retirement planning. With its in-depth understanding of tax codes and the unique nuances of retirement planning, Carolina Wealth Advisors works to help clients to plan for their retirement. Additionally, because of the area's coastal location, many residents are susceptible to natural disasters, leading to an increased need for risk management and insurance planning. Carolina Wealth Advisors also provides guidance to those looking to save for college, buy a home, and plan their estates. Whatever the financial situation may be, Carolina Wealth Advisors is committed to providing top-quality financial advice to those in Myrtle Beach.

To view the Minimum Investment and Fee Schedule for Carolina Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Carolina Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Carolina Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1110 London St # 204, Myrtle Beach, SC 29577, USA
Phone (843) 448-4425
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  4 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Carolina Wealth Advisors is registered to service clients in the following states:

  • Florida
  • Georgia
  • New York
  • North Carolina
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Carolina Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

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