Advice only financial planners in South Carolina
Jump to the 5 firms with published feesFee medians
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
5 advice only firms in South Carolina (no asset based fee and no assets under management) publish dollar fees. Too few advice only firms in South Carolina have a current fee (brochure under 18 months old, not just a cap or minimum) for a median: 3 have an hourly rate and 4 a flat or project fee; the US advice only medians are $295 an hour and $4,250. Updated November 2026.
Advice only financial planners in South Carolina and their published fees
5 firms with published feesPlus 1 with no published price, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
US advice only medians (too few South Carolina advice only firms): $295/hr, $4,250 flat, $375/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Active Lifestyle Financial PlanningCharlestonCFP® | Not published | $1,000 below the US advice only median | Not published |
| Mavericus Retirement Services LLCGeorgetownVirtual meetingsCFP® | $450/hr above the US advice only median | $1,700 below the US advice only median | $1,700/yr |
| Sweet Tree FinancialRock HillVirtual meetings | $350/hr above the US advice only median | $2,000- | $5,000- |
| Traina Investment AdvisoryHilton Head Island | Up to $250/hr | Not published | Not published |
| YourValues Wealth Counsel, LLCCharlestonCFP® | $450/hr above the US advice only median | $5,000- | Not published |
Advice only firms without a published price (1)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Hedaya Financial LLC, Greenville
| Fee | Range | Firms counted |
|---|---|---|
| Hourly rate | $350- | 3 firms |
| Flat or project fee | $1,000- | 4 firms |