Firms based in other states that are registered in South Carolina
235 fee only firms that publish prices. Back to the South Carolina page.
These firms are based in another state and are registered in South Carolina. The list isn't complete: a firm with five or fewer clients in South Carolina doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
235 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 8th Street Investments, LLCAlexandria, VA | $250- | $2,000- | % of assets |
| Abound Wealth Management, LLCFranklin, TNCFP® | Not published | $5,200 | No monthly fee$4,200/yr |
| Absher Wealth Management, LLCChapel Hill, NC | Not published | Up to $20,000 | % of assets |
| Abundo WealthHouston, TXNo AUM fee | Not published | Not published | $199/mo$199/mo |
| Accretive Wealth Partners, LLCParsippany, NJCFP® | Up to $450/hr | Not published | % of assets |
| Act AdvisorsAsheville, NC | Not published | Not published | $600/mo$600/mo |
| Adirondack Retirement StrategiesMoreau, NYVirtual meetings | Not published | $250- | % of assets |
| AdviceOne Advisory Services, LLCGlastonbury, CT | Not published | Up to $25,000 | % of assets |
| Advisors Capital Management, LLCRidgewood, NJ | $350- | Not published | % of assets |
| Advisors Management Group IncLa Crosse, WI | Not published | $500- | % of assets |
| Allos Investment Advisors, LLCOverland Park, KS | Not published | Not published | $150/mo$150/mo |
| Alpha Financial Management, Inc.Savannah, GAVirtual meetings | Not published | Not published | No monthly fee$2,000- |
| Altfest Personal Wealth ManagementNew York City, NY | $250/hr | Not published | % of assets |
| American Financial Advisors, LLC.Marietta, GA | $150/hr | Not published | % of assets |
| Anchyra Partners LLCAtlanta, GAVirtual meetings | $500- | $5,000- | % of assets |
| AP Wealth ManagementAugusta, GA | Not published | From $5,000 | % of assets |
| Applewhite & Buys Financial AdvisorsDallas, TX | $250/hr | $6,000 | $600/mo$600/mo$7,200/yr |
| Arbor Investment AdvisorsWinston-Salem, NC | Not published | $3,000- | % of assets |
| Argo Wealth Advisory, LLCMcLean, VACFP® | Not published | $500- | % of assets |
| Arlington Financial Advisors, LLCSanta Barbara, CA | Up to $375/hr | $4,950- | % of assets |
| Armor Investment Advisors, LLCRaleigh, NCCFP® | $250- | $2,500- | % of assets |
| Astoria Portfolio Advisors LLCNew York City, NY | $300/hr | $300- | % of assets |
| Bailard, Inc.Foster City, CA | Not published | $3,500- | No monthly fee$2,000- |
| BakerAvenueSan Francisco, CA | $225- | $2,000- | % of assets |
| Barlow Wealth Partners, LLCLouisville, KY | $150- | Not published | % of assets |
| Barnett & Co IncChattanooga, TN | $175/hr | Not published | % of assets |
| Barron Financial Group, LLPTorrington, CTCFP® | $200/hr | $400- | $313/mo$938/qtr ($313/mo) |
| Beacon Financial Advisers, Inc.Conyers, GACFP® | $300/hr | Not published | % of assets |
| Beacon Harbor Wealth AdvisorsVirginia Beach, VA | Not published | $1,000- | % of assets |
| Beacon TrustMorristown, NJ | Not published | $5,000- | % of assets |
| Beacon Wealthcare LLCRaleigh, NC | Not published | Up to $15,000 | % of assets |
| Bedel Financial Consulting IncIndianapolis, IN | Not published | $1,000- | % of assets |
| Best Life Infinity, LLCColorado Springs, COCFP® | Up to $375/hr | Not published | No monthly feeUp to $24,000/yr |
| Biondo Investment Advisors LLCMilford, PA | Not published | Up to $2,500 | % of assets |
| Black Arrow Capital LLCNewark, DEVirtual meetingsCFP® | $250/hr | $1,250- | % of assets |
| BLBB AdvisorsMontgomeryville, PA | Not published | $2,500- | % of assets |
| Blue Bell Private Wealth Management, LLCBlue Bell, PA | $250- | $250- | % of assets |
| Boldin AdvisorsMill Valley, CANo AUM fee | $300- | Up to $6,000 | No monthly feeUp to $6,000/yr |
| Bontempo Ohly Capital Management, LLCBethesda, MDCFP® | $375/hr | Not published | % of assets |
| Braun-Bostich & Associates Inc.Canonsburg, PACFP® | Not published | $2,000- | No monthly fee$1,500- |
| Brighton Jones LLCSeattle, WA | $150- | $5,000- | % of assets |
| Cairn Wealth ManagementVancouver, WA | $300- | $2,500- | % of assets |
| Camarda Wealth Advisory GroupFleming Island, FL | $150- | $500- | % of assets |
| Canopy Wealth ManagementMiddleton, WI | Not published | $1,000- | From $200/moFrom $200/mo |
| Capstone Financial Advisors IncDowners Grove, IL | $150- | $1,000- | % of assets |
| Cassia Capital Partners LLCWinston-Salem, NCCFP® | $325/hr | Not published | % of assets |
| Century Management Financial AdvisorsAustin, TX | $250/hr | $4,000- | % of assets |
| CGN Advisors, LLCManhattan, KS | Not published | Not published | No monthly fee$480- |
| CH Capital ManagementChapel Hill, NC | $250/hr | From $5,000 | % of assets |
| Choate Investment AdvisorsBoston, MA | Not published | $1,000- | % of assets |
185 more firms with published fees
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Clear Investment Research, LLC · Alpharetta, GA · $250-$350/hr
- Cognition Financial LLC · Dublin, OH · $250/hr · $500-$6,000 flat
- Collie Financial Planning, Inc. · Black Mountain, NC · From $200/hr · $1,500-$7,500 flat
- Colman Knight Advisory Group, LLC · Acton, MA · $400/hr · $10,000-$120,000 flat
- Condor Capital Wealth Management · Martinsville, NJ · $200-$300/hr · $500-$3,000 flat
- Cool Creek Financial · Lancaster, PA · $200/hr · $1,000-$2,000 flat
- Cornell Pochily Investment Advisors, Inc. · Ithaca, NY · $150-$350/hr · $100-$10,000 flat
- Cornerstone Investment Services, Inc. · Indian Trail, NC · $200/hr
- Cornerstone Management, Inc. · Duluth, GA · Up to $50,000 flat
- Cornerstone Planning Group · Fairfield, NJ · $100-$1,000/hr · $500-$100,000 flat
- Covenant Wealth Advisors · Richmond, VA · $300/hr · $2,000-$30,000 flat
- CRA Financial Services, L.L.C. · Northfield, NJ · $300/hr · $1,000-$5,000 flat
- Culbreth Wealth Management · Dacula, GA · $350/hr · $1,500-$15,000 flat
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- Davis Investment Partners, LLC · Charlotte, NC · $1,000-$10,000 flat
- Destination Wealth Management · Walnut Creek, CA · $250/hr
- Detterbeck Wealth Management · Palatine, IL · $3,000-$10,000 flat · $3,000-$10,000/yr
- Dolan Capital Advisors, LLC · Charlotte, NC · $250-$400/hr · $1,500-$5,000 flat
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Dovetail Financial Group LLC · Wilmington, NC · $300/hr · $2,500-$7,500 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Elevate Wealth Advisory, Inc. · Athens, GA · $1,500-$10,000 flat
- Ellevest · New York City, NY · $4,800/yr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Elwood & Goetz · Athens, GA · From $250/hr
- Envision Financial Planning, LLC · Memphis, TN · Up to $500/hr
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Eppes Wealth Management · Satellite Beach, FL · $300/hr · $1,800-$10,000 flat
- Exchange Place Advisors, LLC · Sudbury, MA · $250/hr · $1,000-$5,000 flat
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Fagan Associates Inc · Troy, NY · Up to $400/hr
- Falcon Wealth Planning, LLC · Ontario, CA · $500/hr · $5,000-$25,000 flat · From $5,000/yr
- Financial Concepts · Columbus, MS · $1,000-$5,000 flat
- Financial Symmetry Inc. · Raleigh, NC · $1,000-$4,000 flat
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Founder Family Financial, LLC · Austin, TX · $300/hr · $1,000-$25,000 flat
- Four Corners Financial · Melville, NY · Up to $300/hr · $2,500-$10,000/yr
- Fox Hill Wealth Management · Dedham, MA · $500-$7,500 flat
- Front Porch Financial Advisory · Charlotte, NC · $150-$400/hr · $2,500-$10,000 flat
- Generous Wealth Management · Marshfield, MA · $250/hr · $3,000-$10,000/yr
- Glassman Wealth Services, LLC · Vienna, VA · $500-$10,000 flat
- Goodwin Investment Advisory · Woodstock, GA · $375/hr
- Grant Street Asset Management Inc · Canonsburg, PA · $5,000 flat
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Guardian Wealth Management, LLC · Chattanooga, TN · $200/hr · $2,000 flat · Up to $1,200/yr
- H.M. Payson · Portland, ME · $5,000 flat
- Hall Capital Management Company, Inc. · Barrington, RI · $250-$300/hr · $1,500-$3,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Hamilton Financial Planning LLC · Lakeway, TX · $250/hr · From $3,500 flat
- Hemsley Advisors, Ltd. · Chicago, IL · $200/hr
- Hicks Financial Partners, LLC · Southern Pines, NC · $250/hr · $2,500 flat · $500/qtr
- Hilltop Wealth Advisors, LLC · Chapel Hill, NC · $5,000-$50,000 flat
- IFC Personal Money Managers, Inc. · New York City, NY · $250-$700/hr · $5,000 flat · $10,000-$65,000/yr
- Integrity Capital Management · Kingsport, TN · $200/hr
- Investment Capital Advisors · Clinton, NJ · $375/hr · $400-$3,000 flat
- Ironwood Wealth Management, Inc. · Hurricane, WV · From $250/hr · From $250 flat
- JMG Financial Group Ltd · Downers Grove, IL · $100-$600/hr · $10,000-$50,000 flat
- Jones & Co Wealth Management, Inc · Murphy, NC · $150/hr
- Journey Advisory Group, LLC · Covington, KY · $200/hr · $500-$5,000 flat
- Juno Financial Group LLC · Richmond, VA · $2,500 flat
- KEB Wealth Advisors · Springfield, IL · $250-$400/hr · $375/mo
- Kennedy Wealth & Tax Management, LLC · Southbury, CT · $350/hr · $3,500-$10,000 flat
- KeyVantage Wealth Advisors · Bethlehem, PA · Up to $500/hr · Up to $15,000 flat
- King Wealth Management Group, LLC · Saratoga Springs, NY · $2,500-$10,000 flat
- Kirk Capital Advisors LLC · Vienna, VA · $300/hr
- Kovalcik & Geraghty Wealth Partners LLP · Upper Arlington, OH · $425/hr · $2,500-$10,000 flat
- L & S Advisors, Inc · Los Angeles, CA · $500/hr
- Landing Point Financial Group · Avon, OH · Up to $50,000 flat
- Lantz Financial LLC · Naperville, IL · From $1,000/yr
- LDN Wealth, LLC · Orlando, FL · $350/hr · $1,000-$18,000 flat
- Leonard Rickey Investment Advisors, P.L.L.C. · Yakima, WA · $250-$2,000 flat · $100-$500/mo
- Live Oak Private Wealth, LLC · Wilmington, NC · $250-$500/hr · $500-$150,000 flat
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Marietta Wealth Management, LLC · Marietta, GA · Up to $350/hr · Up to $10,000 flat
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- Mason & Associates, LLC · Newport News, VA · $3,000-$20,000 flat · $100-$1,000/mo
- Matune Basile Advisors · Hermitage, PA · Up to $150/hr
- McNamara Financial Services, Inc. · Marshfield, MA · $500/hr · From $2,500 flat
- Meritas Wealth Management, LLC · San Rafael, CA · $4,000-$7,000 flat
- MinichMacGregor Wealth Management, LLC · Saratoga Springs, NY · $200-$300/hr · $750-$5,000 flat
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Moisand Fitzgerald Tamayo, LLC · Orlando, FL · $500/hr · $2,500-$25,000 flat
- Monument Wealth Management · Alexandria, VA · $2,500-$25,000 flat
- Moran Wealth Management, LLC · Naples, FL · $100/hr
- Mullooly Asset Management, Inc. · Wall Township, NJ · $200/mo
- Mutual Trust Advisory Group · Estero, FL · Up to $350/hr · $25,000-$350,000 flat
- MV Capital Management, Inc. · Bethesda, MD · $175-$450/hr · $1,000-$20,000 flat
- myFinancialPro, LLC · Shelton, CT · $343/hr
- Nautilus Financial Group, Inc. · Virginia Beach, VA · $250/hr
- NorthCape Wealth Management · Williamsville, NY · Up to $400/hr
- NPF Investment Advisors · Grand Rapids, MI · $250-$500/hr
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- Parker Financial Planning, LLC. · Bradenton, FL · $1,500-$3,000 flat
- Parkwoods Wealth Partners, LLC · Clayton, MO · $300/hr · Up to $10,000 flat · $5,000/yr
- Parsons Capital Management Inc · Providence, RI · $100-$500/hr · $1,000-$20,000 flat
- Patriot Investment Management Group Inc · Knoxville, TN · $300/hr · $500-$3,000 flat
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Plancorp, LLC · St. Louis, MO · Up to $40,000 flat
- Portus Wealth Advisors, LLC · Charlotte, NC · $400/hr · $5,000-$10,000 flat · Up to $20,000/yr
- Precision Wealth Strategies, LLC · St. Louis, MO · Up to $250/hr · Up to $20,000 flat
- Principle Wealth · Madison, CT · Up to $5,000 flat
- Q3 Asset Management Corporation · Birmingham, MI · $200/hr
- R M Davis Inc · Portland, ME · $5,000 flat
- Reagan Companies Asset Management, Inc · Syracuse, NY · $150-$500/hr · $1,500 flat
- Red Door Wealth Management, LLC · Memphis, TN · $1,000-$20,000/yr
- Rede Wealth, LLC · Charlottesville, VA · Up to $10,000/yr
- REDW Wealth LLC · Albuquerque, NM · $225-$650/hr · From $3,500 flat
- Reichard Capital, LLC · Charlotte, NC · $90-$500/hr
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- Retirement Management Systems · Leonardtown, MD · $250-$500/hr · Up to $2,500 flat
- Retiremitten Financial LLC · Clarkston, MI · $4,800 flat
- Ridgeline Wealth Planning LLC · Centerville, OH · $400/hr · $500/qtr
- Rigden Capital Strategies · Englewood, CO · $300/hr · $1,500-$5,000 flat · $350/mo
- Riggs Asset Management Co Inc · Dallas, PA · $300/hr
- River Wealth Advisors LLC · Camp Hill, PA · $150-$300/hr
- RKL Private Wealth · Lancaster, PA · $250-$500/hr · $10,000-$25,000 flat · $1,500-$15,000/yr
- Roan Capital Partners · Johnson City, TN · $200/hr
- Rockbridge Investment Management, LLC · Syracuse, NY · $2,500-$10,000 flat
- Rocky Mountain Advisers, LLC · Salina, KS · $100-$250/hr
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rovin Capital · Mesa, AZ · $150-$2,200/mo
- Ruedi Wealth Management, Inc. · Champaign, IL · $250/hr
- Sapere Wealth Management, LLC · Matthews, NC · $125-$500/hr · $1,000-$15,000 flat
- Sapient Capital LLC · Indianapolis, IN · Up to $20,000 flat
- Savant Wealth Management · Rockford, IL · $100-$500/hr · $250-$10,000 flat
- Sax Wealth Advisors, LLC · Parsippany, NJ · $300/hr · $2,500-$50,000 flat
- Scholar Financial Advising, LLC · Winston-Salem, NC · $385-$800/hr · From $6,000 flat · $500-$5,000/mo
- Searcy Financial Services, Inc. · Overland Park, KS · $300/hr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Sherrill & Hutchins Financial Advisory Inc · Atlanta, GA · $350/hr · $2,500 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Steigerwald, Gordon & Koch - Wealth Advisors · Leesburg, VA · $75-$300/hr
- Stordahl Capital Management, Inc. · Greenwood Village, CO · Up to $500/hr
- Strategic Advisory Partners · Greensboro, NC · $350/hr · $500-$5,000 flat · $1,200-$9,600/yr
- Successful Money Strategies Inc · Fall River, MA · $1,500-$5,000 flat
- SWS Partners, LLC · Columbus, OH · $5,000/yr
- Sycamore Financial Planning, LLC · Durham, NC · $320-$380/hr
- Tammy Goodman Financial, LLC · Charlotte, NC · $300/hr · $3,000-$30,000/yr
- Tandem Wealth Advisors · Phoenix, AZ · Up to $10,000 flat
- TandemGrowth Financial Advisors, LLC · Alpharetta, GA · $1,500 flat
- Tassel Capital Management, Inc · Matthews, NC · Up to $250/hr
- Taylor Hoffman Capital Management · Richmond, VA · $250-$500/hr
- TCI Wealth Advisors, Inc. · Tucson, AZ · $150-$250/hr · $500-$1,500 flat
- TD Capital Management LLC · Memphis, TN · $300-$375/hr · $1,000-$3,000 flat
- Telos Partners LLC · Avon, CT · $500/hr · $8,000-$20,000 flat · $3,600-$18,000/yr
- The Hourly Advisor LLC · Charlotte, NC · $300/hr
- The Marin Group Inc. · Atlanta, GA · $2,500 flat
- The Monitor Group, Inc. · Martinez, GA · $150-$7,500/qtr
- The Nalls Sherbakoff Group, LLC · Knoxville, TN · Up to $300/hr
- The Planning Center, Inc. · Moline, IL · $500/hr · $1,500-$12,000 flat
- The Welch Group, LLC · Birmingham, AL · $3,500-$35,000 flat
- Tilia Fiduciary Partners, Inc. · Wilmington, NC · $275/hr · From $10,000 flat · $2,500/qtr
- TM Advisors · Troy, MI · $300/hr
- Townsend Asset Management Corp. · Raleigh, NC · $250-$500/hr
- Tradewinds, LLC · Raleigh, NC · Up to $20,000 flat
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Trifecta Capital Advisors, LLC · Northbrook, IL · Up to $20,000 flat
- Trufp · Cumming, GA · $175-$250/hr · $1,000-$20,000 flat
- Trumbower Financial Advisors LLC · Bethesda, MD · $295-$775/hr
- truNorth Financial Services, Inc. · Chambersburg, PA · Up to $250/hr · $100-$5,000 flat
- Upholdings · Nashville, TN · $7,000-$50,000/yr
- Uptick Partners, LLC · Nacogdoches, TX · $300-$500/hr
- Valor Wealth Partners · Washington, DC · $450/hr · $2,500-$7,000 flat · $50-$1,000/mo
- Verdence Capital Advisors, LLC · Hunt Valley, MD · $250-$500/hr · $5,000-$100,000 flat
- Virtus Wealth Solutions · Cranford, NJ · Up to $500/hr
- Voss Wealth Management · Endicott, NY · Up to $6,000/yr
- Walker & Associates · Tybee Island, GA · $150/hr
- Waller Financial Planning Group, Inc. · Columbus, OH · $350-$500/hr
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- WBH Advisory, Inc. · Baltimore, MD · $6,000 flat
- Wealth Science Advisors LLC · Alpharetta, GA · $1,500 flat
- WealthFD · Conshohocken, PA · $250-$1,000/hr · From $1,000 flat
- Wescott Financial Advisory Group LLC · Philadelphia, PA · $150-$750/hr
- West Financial Services, Inc. · McLean, VA · $250/hr · $125/mo
- Whitener Capital Management, Inc · Rocky Mount, NC · $250/hr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Winthrop Capital Management · Carmel, IN · $150-$500/hr · $500-$35,000 flat
- Wiser Wealth Management, Inc · Marietta, GA · $475/hr · $6,750 flat · From $5,000/yr
- Withum Wealth Management · Red Bank, NJ · $125-$350/hr · $500-$15,000 flat
- YFP Wealth · New Albany, OH · $1,500 flat
- Zhang Financial · Portage, MI · $100-$500/hr · $250-$10,000 flat