Flat fee financial advisors in South Carolina
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in South Carolina is $3,000, from 63 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,500-$6,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,000 | $1,500-$6,000 | 63 firms |
Flat fee financial advisors in South Carolina and their published fees
63 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| JM Tax & Financial LLCTega Cay | Not published | $50-$500 | $75-$200/mo |
| Brightworks Financial Planning LLCLexington | $250-$350/hr | $175-$475 | Not published |
| A To Z Asset Advisors, LLCAiken | $250/hr | $250 | Not published |
| Angelroyce Wealth Advisors, LLCGreer | Not published | $500-$2,500 | Not published |
| Bna WealthRock Hill | Not published | $500 | Not published |
| Coast Wealth Management Group, LLCMyrtle Beach | $150/hr | $500-$8,000 | $1,200-$24,000/yr |
| Continuum Capital Advisory, LLCRock Hill | $50-$300/hr | $500-$10,000 | Not published |
| FPR Investments LLCNorth Myrtle Beach | Not published | $500-$5,000 | Not published |
| Generouswealth, LLCSummerville | $250-$500/hr | $500-$15,000 | $25/mo |
| Kingsmore Wealth Management, LLCUnion | $200-$500/hr | $500-$10,000 | Not published |
| Lang CapitalBluffton | Not published | $500-$5,000 | Not published |
| Silver Oak Leaf Financial Services L.L.C.Bluffton | Not published | $500 | $200-$500/mo |
| Stono River Wealth Management LLCJohns Island | Not published | $500-$2,500 | Not published |
| The Fiduciary AllianceGreenville | $350/hr | $500-$40,000 | Not published |
| TS. Mitchell Financial, LLC.Columbia | Not published | $500-$1,500 | Not published |
| Wolff FinancialGreenville | Not published | $500-$5,000 | $2,000-$25,000/yr |
| Beers Kight Financial Advisors, LLCColumbia | $100-$150/hr | $600-$1,400 | $3,000/yr |
| BG Financial Advisors, LLCBeaufort | $245/hr | $750-$3,000 | Not published |
| Keen Capital, LTDChapin | $120-$395/hr | $750-$1,000 | Not published |
| Active Lifestyle Financial PlanningCharlestonNo AUM fee | Not published | $1,000 | $4,800-$30,000/yr |
| C2g Capital Management LLCSummerville | Not published | $1,000-$5,000 | $1,000/yr |
| First Rank FinancialSantee | Not published | $1,000-$1,500 | $300/mo |
| Hobbs Group Advisors LLCColumbia | $300/hr | $1,000-$10,000 | $2,000-$50,000/yr |
| Limehouse Wealth Management LLCLexington | Not published | $1,000-$10,000 | Not published |
| Oak Advisors, LLCBluffton | $200-$350/hr | $1,000-$10,000 | Not published |
| Sherman Financial & Wealth ManagementDaniel Island | Not published | $1,000 | $167/mo |
| Sweetgrass Financial Planning, LLCMt. Pleasant | $250-$500/hr | $1,000-$4,000 | $400/mo |
| Yellow Oak Financial Planning, LLCSimpsonville | Not published | $1,000 | Not published |
| Multipath Wealth ManagementColumbia | $200/hr | $1,250-$2,500 | $100-$625/mo |
| Venables Financial SolutionsRock Hill | $350/hr | $1,250 | $175-$300/mo |
| Premier Financial Solutions, LLCMyrtle Beach | Not published | $1,495 | Not published |
| Anderson Wealth Management, Inc.Greer | $350/hr | $1,500-$10,000 | Not published |
| Copperleaf Capital, LLCClover | Not published | $1,500-$4,000 | Not published |
| Hampton Park Financial PlannersCharleston | $350/hr | $1,500 | $125-$5,000/mo |
| Headland CapitalMt. Pleasant | Not published | $1,500-$40,000 | Not published |
| Marshall FinancialMyrtle Beach | $150/hr | $1,500 | Not published |
| Mavericus Retirement Services LLCGeorgetownNo AUM fee | $450-$7,000/hr | $1,700 | $1,700/yr |
| Flip Flops and Pearls Financial PlanningMount Pleasant | $500/hr | $2,000-$10,000 | $2,500/mo |
| Southbound Wealth LLCRock HillNo AUM fee | Not published | $2,000-$10,000 | $1,000-$12,000/mo |
| Capasso Planning Partners LLCCharleston | Not published | $2,400 | Not published |
| Ascension Wealth Advisors, LLCMt. Pleasant | $165/hr | $2,500 | Not published |
| Baker Asset Management, LLCMount Pleasant | $100/hr | $2,500 | $2,500/yr |
| Capital Wealth Group LLCColumbia | $350/hr | $2,500-$15,000 | $450-$834/mo |
| Clocktower Private WealthSimpsonville | $500/hr | $2,500-$20,000 | Not published |
| First There FinancialGreenville | Not published | $2,500 | Not published |
| Macaulay & Associates, LLCFort Mill | $200/hr | $2,500-$7,500 | Not published |
| Mullooly Wealth Planning LLCClover | Not published | $2,500-$10,000 | Not published |
| The Retirement Solutions GroupTravelers Rest | $200/hr | $2,500-$5,000 | $400-$3,000/qtr |
| Calidris Financial, LLCCharleston | $360/hr | $3,000-$25,000 | $1,750-$25,000/yr |
| Women's Worth AdvisorsHilton Head Island | Not published | $3,000 | $500/qtr |
| Coastal Wealth Advisors, LLCJohns Island | Not published | $4,000-$9,000 | $3,000/qtr |
| Flowrate Financial, LLCMount Pleasant | $250/hr | $4,000 | $250-$5,000/mo |
| Pathfinder Planning LLCLake Wylie | $400/hr | $4,000 | $350/mo |
| Apollon Wealth Management, LLCMount Pleasant | Not published | $5,000 | Not published |
| Better Things Financial Partners LLCLexington | Not published | $5,000 | Not published |
| Emerald WealthDaufuskie Island | $250/hr | $5,000 | Not published |
| J. Benjamin Financial, LLCMount Pleasant | Not published | $5,000-$30,000 | Not published |
| Abacus Planning Group, Inc.Columbia | Not published | $8,000-$200,000 | Not published |
| Morris Financial Concepts, Inc.Mount Pleasant | $100-$400/hr | $8,500 | $8,500/yr |
| 133 LegacyCampobello | Not published | $10,000 | Not published |
| Primetrust Advisors LLCGreenville | Not published | $10,000-$50,000 | Not published |
| Resettle WealthMyrtle Beach | Not published | $10,000 | $10,000/yr |
| Wayfinder Wealth Warriors LLCLexington | $500/hr | Up to $20,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (95)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Barbco Financial, Columbia
- Bca Private Wealth, Inc., Greenville
- Black Dog Financial Planning LLC, Mount Pleasant
- Continuum Wealth Management, LLC, Greenville
- Deltax Capital LLC, Summerville
- Gugle Wealth Advisory, Indian Land
- Harper Financial Planning, Chapin
- Harvest Financial Planning, LLC, Fort Mill
- Hilton Head Capital Partners, LLC, Hilton Head Island
- Hilton Head Wealth Advisors, LLC, Bluffton
- JP Wealth Management, Inc., Mt. Pleasant
- Kingsley Financial, Mount Pleasant
- Meridian Financial Advisory LLC, Murrells Inlet
- Norris Financial Group, LLC, Greenville
- Oak Street Advisors, Myrtle Beach
- Scipio Financial LLC, Summerville
- Southeast Financial Advisors, Greenville
- The Wealthcare Clinic, Six Mile
- Van Der Noord Financial Advisors, Inc., Greer
- Wealth Management Advisors, LLC, Greenville
- A. J. Brooker Financial Associates, Columbia
- Advisor.com, Charleston
- Akin Investments, L.L.C., Charleston
- Allison Investment Management, LLC, Columbia
- Anchor Investment Management, Columbia
- Apollon Financial, LLC, Mount Pleasant
- Asset Investment Solutions, LLC, Fort Mill
- Atlantic Capital Investments, LLC, Beaufort
- Atlantic Retirement & Wealth Advisors LLC, Johns Island
- Blackhawk Financial Advisors, Columbia
- Bowen Wealth, Mount Pleasant
- Brockelsby Investment Services, Irmo
- Burkett Financial Services, LLC, Rock Hill
- Charleston Financial Advisors, LLC, Charleston
- Charleston Wealth Advisors, Mount Pleasant
- Colonial Trust Advisors, Inc., Spartanburg
- Core Advisory Group, Rock Hill
- Curran Financial Partners, LLC, Daniel Island
- David Gray Consulting LLC, North Augusta
- Davinci Financial Designs, Columbia
- Dba Big Money Retirement and Big Retirement, Greenville
- Discipline Wealth Solutions, Inc., Greenville
- Family Legacy, Inc., Greenville
- Fiduciary Organization, LLC, Greenville
- First Dominion Wealth Advisors LLC, Aiken
- Flourish Financial Life Planning, Anderson
- Foster Victor, Greenville
- Fountainhead Wealth Planning, Clemson
- Gordon Financial, Mount Pleasant
- Greenside Financial, LTD, Hilton Head Island
- Gwa Wealth, Mt Pleasant
- Hall Asset Management Group, Inc., Columbia
- Harbour Wealth Management Group, Inc., Daniel Island
- Hedaya Financial LLC, Greenville
- Highball Advisors, Simsponville
- Hilton Head Financial Advisors, Inc., Hilton Head
- Imprint Wealth LLC, Mount Pleasant
- Insight Tax & Finance LLC, Greenville
- Integrated Planning LLC, Aiken
- Integritas Wealth Strategies, LLC, Charleston
- Intelligent Investing, Greenville
- Intrepid Eagle Finance LLC, Clover
- Jackson Financial Services, LLC, Mt. Pleasant
- Journey Asset Management LLC, Summerville
- K2 Wealth Management, Chapin
- Kinwell LLC, Charleston
- LCV Advisors LLC, Johns Island
- Lifepath Advisors, LLC, Bluffton
- Match Grade Advisors, Greenville
- Matthews Wealth Management LLC, Greenville
- Minas Wealth Management LLC, Okatie
- Money Poole...solutions for Life, LLC, Greenville
- Mosaic Wealth Strategies LLC, Greenville
- Neale Financial, LLC, Mount Pleasant
- Nicholson Wealth Management Group, Charleston
- Oak Capital Advisors, LLC, Mt. Pleasant
- Palmetto Coast Advisors, Inc., Mt. Pleasant
- Palmetto Retirement Specialists, LLC, Williston
- Permcap Investment Office, Charleston
- Red Triangle, LLC, Mt. Pleasant
- Riverbend Wealth Management, LLC, Myrtle Beach
- Runey & Associates Wealth Management, Mount Pleasant
- Seastrunk Financial Management, LLC, Florence
- South Carolina Wealth Management Group, LLC, Columbia
- Stella Maris Wealth, Greer
- Taverik Capital, LLC, Greenville
- The Rich Group, LLC, Simpsonville
- Tidehaven Wealth, LLC, Mount Pleasant
- Time & Wealth Management, LLC, Charleston
- Treehouse Financial, Inc, Kinards
- Twenty Fifty Capital, Mt Pleasant
- Verity Investment Partners, Beaufort
- Warren Capital Group, Charleston
- Wildes Financial Strategies, Inc, Georgetown
- Yourvalues Wealth Counsel, LLC, Charleston