Fee only financial advisors in South Carolina who charge hourly or a flat fee
Jump to the 74 firms with published feesFee mediansOut-of-state firms (235)
113 fee only firms in South Carolina offer financial planning for an hourly, flat or subscription fee. 74 of the 113 fee only firms in South Carolina publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in South Carolina with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $266 (middle half $225-$350, 48 firms) and the median flat or project fee is $2,750 (middle half $1,250-$5,500, 31 firms). Updated November 2026.
Cities in South Carolina
- Bluffton 7 with prices
- Chapin 3 with prices
- Charleston 5 with prices
- Columbia 5 with prices
- Greenville 7 with prices
- Mount Pleasant 11 with prices
- Myrtle Beach 3 with prices
- Rock Hill 3 with prices
Fee only advisors in South Carolina and their published fees
74 firms with published feesPlus 39 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
South Carolina medians: $266/hr, $2,750 flat, $356/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| A To Z Asset Advisors, LLCAiken | $250/hr near the South Carolina median | Not published | % of assets |
| Abacus Planning Group, Inc.Columbia | Not published | Not published | No monthly fee$8,000- |
| Active Lifestyle Financial PlanningCharlestonNo AUM feeCFP® | Not published | $1,000 below the South Carolina median | Not published |
| Akin Investments, L.L.C.Charleston | $150- | Not published | % of assets |
| Anderson Wealth Management, Inc.Greer2025 brochure | $350/hr | $1,500- | % of assets |
| Ascension Wealth Advisors, LLCMount Pleasant | $165/hr below the South Carolina median | $2,500 near the South Carolina median | % of assets |
| Beers Kight Financial Advisors, LLCColumbia | $100- | $600- | % of assets |
| BG Financial Advisors, LLCBeaufort | $245/hr near the South Carolina median | $750- | % of assets |
| Black Dog Financial Planning LLCMount Pleasant | $250/hr near the South Carolina median | Not published | $149- |
| Brockelsby Investment ServicesIrmo | $80/hr below the South Carolina median | Not published | % of assets |
| Capital Wealth Group LLCColumbia | $350/hr above the South Carolina median | $2,500- | $450- |
| Catawba River CapitalLake Wylie | $150/hr below the South Carolina median | Not published | % of assets |
| Clocktower Private WealthSimpsonville | Not published | $2,500- | % of assets |
| CMC Wealth Management, LLCLexington | $200- | Not published | % of assets |
| Coastline Complete Wealth LLCBlufftonCFP® | $250- | Not published | % of assets |
| Collins AdvisorsCharleston | $200/hr below the South Carolina median | Not published | % of assets |
| Continuum Wealth Management, LLCGreenville | $300/hr above the South Carolina median | Not published | % of assets |
| DeltaX Capital LLCSummerville | $350/hr above the South Carolina median | Not published | % of assets |
| Emerald WealthDaufuskie IslandCFP® | $250/hr near the South Carolina median | $1,000- | No monthly fee$1,000- |
| First Rank FinancialSantee | Not published | $1,000- | $300/mo below the South Carolina median for monthly fees$300/mo below the South Carolina median for monthly fees |
| First There FinancialGreenville | Not published | From $2,500 | % of assets |
| Flip Flops and Pearls Financial PlanningMount Pleasant | $500/hr above the South Carolina median | $5,000- | $750- |
| Flourish Financial Life PlanningAndersonVirtual meetings | Not published | Up to $1,500 | Up to $417/moUp to $1,250/qtr (up to $417/mo) |
| Flowrate Financial, LLCMount PleasantVirtual meetingsCFP® | $250/hr near the South Carolina median | Up to $4,000 | $250- |
| FPR Investments LLCNorth Myrtle Beach | Not published | $500- | % of assets |
| Gordon FinancialMount Pleasant | $150/hr below the South Carolina median | $500 below the South Carolina median | % of assets |
| Gugle Wealth AdvisoryIndian LandNo AUM feeCFP® | Not published | Not published | No monthly fee$10,000/yr |
| GWA WealthMount Pleasant | $200/hr below the South Carolina median | $1,250 below the South Carolina median | % of assets |
| Hampton Park Financial PlannersCharlestonCFP® | $350/hr above the South Carolina median | Not published | $125- |
| Harper Financial PlanningChapinCFP® | $375/hr above the South Carolina median | Not published | % of assets |
| Harvest Financial Planning, LLCFort Mill | $150/hr below the South Carolina median | Not published | $80/mo below the South Carolina median for monthly fees$80/mo below the South Carolina median for monthly fees |
| Hilton Head Capital Partners, LLCHilton Head Island | $250/hr near the South Carolina median | Not published | % of assets |
| Hilton Head Wealth Advisors, LLCBluffton | From $75/hr | Not published | % of assets |
| Insight Tax & Finance LLCGreenville | $300/hr above the South Carolina median | Not published | % of assets |
| Intelligent InvestingGreenville | $250/hr near the South Carolina median | $500- | % of assets |
| JM Tax & Financial LLCTega Cay | Not published | Up to $500 | $75- |
| Journey Asset Management LLCSummerville | Not published | Up to $2,500 | % of assets |
| JP Wealth Management, Inc.Mount Pleasant | $200/hr below the South Carolina median | Not published | % of assets |
| Keen Capital, LtdChapinCFP® | $120- | $750- | % of assets |
| Kingsley FinancialMount PleasantCFP® | $500/hr above the South Carolina median | Not published | No monthly fee$3,600- |
| Matthews Wealth Management LLCGreenville | Up to $250/hr | Up to $10,000 | % of assets |
| Mavericus Retirement Services LLCGeorgetownNo AUM feeVirtual meetingsCFP® | $450/hr above the South Carolina median | $1,700 below the South Carolina median | No monthly fee$1,700/yr |
| Mecklenburg Financial GroupMyrtle Beach | $250/hr near the South Carolina median | Not published | % of assets |
| Metis Wealth Management & Planning LLCBluffton | $300/hr above the South Carolina median | Not published | % of assets |
| Morris Financial Concepts, Inc.Mount Pleasant | $100- | Not published | No monthly feeFrom $8,500/yr |
| Mullooly Wealth Planning LLCCloverCFP® | Not published | $2,500- | % of assets |
| Multipath Wealth ManagementColumbiaCFP® | $200/hr below the South Carolina median | $2,500- | $100- |
| Oak Advisors, LLCBluffton | $200- | $1,000- | % of assets |
| Oak Capital Advisors, LLCMount PleasantCFP® | Not published | Not published | No monthly feeFrom $2,000/yr |
| Oak Street AdvisorsMyrtle Beach | $350/hr above the South Carolina median | Not published | % of assets |
24 more firms with published fees
- Pathfinder Planning LLC · Lake Wylie · $400/hr · $4,000 flat · $350/mo
- Reconstructing Wealth · Daniel Island · $300/hr
- Resettle Wealth · Myrtle Beach · $10,000 flat
- Sherman Financial & Wealth Management · Daniel Island · $999 flat · $167/mo · From $1,000/yr
- Silver Oak Leaf Financial Services L.L.C. · Bluffton · $500-$3,500 flat · $200-$500/mo
- Southbound Wealth LLC · Rock Hill · $2,000-$10,000 flat · $3,000-$25,000/yr
- Southeast Financial Advisors · Greenville · Up to $350/hr
- Stono River Wealth Management LLC · Johns Island · $500-$2,500 flat
- Strategic Investment Solutions, LLC · Bluffton · $150/hr
- Sweet Tree Financial · Rock Hill · $350/hr · $2,000-$8,000 flat · $5,000-$9,000/yr
- Sweetgrass Financial Planning, LLC · Mount Pleasant · $250-$500/hr · $250-$800 flat · $400/mo
- The Bedminster Group · Bluffton · Up to $400/hr
- The Charles Towne Agency · McClellanville · $420/hr
- Traina Investment Advisory · Hilton Head Island · Up to $250/hr
- TS. Mitchell Financial, LLC. · Columbia · $500-$1,500 flat
- Two Tree Financial, LLC · Chapin · $2,500-$7,500 flat · $800/mo · From $7,200/yr
- Van Der Noord Financial Advisors, Inc. · Greer · $250/hr
- Venables Financial Solutions · Rock Hill · $350/hr · $175-$300/mo
- Wayfinder Wealth Warriors LLC · Lexington · $500/hr · Up to $20,000 flat
- WebsterRogers Financial Advisors, LLC · Florence · $200-$500/hr
- Wilson David Investment Advisors · Aiken · $100/hr
- Wolff Financial · Greenville · $500-$5,000 flat · $2,000-$25,000/yr
- Yellow Oak Financial Planning, LLC · Simpsonville · $350-$450/hr · $750-$10,000 flat · $1,250-$1,500/qtr
- YourValues Wealth Counsel, LLC · Charleston · $450/hr · $5,000-$50,000 flat
Other registered firms that don't publish dollar fees (39)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- A. J. Brooker Financial Associates, Columbia
- Atlantic Capital Investments, LLC, Beaufort
- Atlantic Retirement & Wealth Advisors LLC, Johns Island
- Bailey & Associates Investment Mgt. and Financial Planning LLC, Columbia
- Barony Financial Group, Moncks Corner
- Burkett Financial Services, LLC, Rock Hill
- Charleston Financial Advisors, LLC, Charleston
- Charleston Wealth Advisors, Mount Pleasant
- David Gray Consulting LLC, North Augusta
- DWT Financial, Bluffton
- Fiduciary Organization, LLC, Greenville
- Global View Investment Advisors, LLC, Greenville
- Hedaya Financial LLC, Greenville
- Highball Advisors, Simpsonville
- Hilton Head Financial Advisors, Inc., Hilton Head
- Income Growth Advisors, LLC, Charleston
- Intrepid Eagle Finance LLC, Clover
- Jackson Financial Services, LLC, Mount Pleasant
- Kinwell LLC, Charleston
- LCV Advisors LLC, Johns Island
- Minas Wealth Management LLC, Okatie
- Money Poole...solutions for Life, LLC, Greenville
- Palmer Jones & Associates, Inc., Bluffton
- Palmetto Coast Advisors, Inc., Mount Pleasant
- PermCap Investment Office, Charleston
- Red Triangle, LLC, Mount Pleasant
- Runey & Associates Wealth Management, Mount Pleasant
- Schooner Wealth Management, Columbia
- Seastrunk Financial Management, LLC, Florence
- South Carolina Wealth Management Group, LLC, Columbia
- Taverik Capital, LLC, Greenville
- The Rich Group, LLC, Simpsonville
- The Wealthcare Clinic, Six Mile
- Twenty Fifty Capital, Mount Pleasant
- Verity Investment Partners, Beaufort
- Warren Capital Group, Charleston
- WealthCare, Aiken
- Women's Worth Advisors, Hilton Head Island
- Zimmer Capital Management LLC, Bluffton
Firms based in other states that are registered in South Carolina (235)
Showing the 16 of these 235 firms whose brochures mention virtual meetings. See all 235 firms.
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.
16 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
16 firms with published fees
- Adirondack Retirement Strategies · Moreau, NY · $250-$2,000 flat
- Alpha Financial Management, Inc. · Savannah, GA · $2,000-$10,000/yr
- Anchyra Partners LLC · Atlanta, GA · $500-$1,000/hr · $5,000-$100,000 flat
- Black Arrow Capital LLC · Newark, DE · $250/hr · $1,250-$25,000 flat
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Front Porch Financial Advisory · Charlotte, NC · $150-$400/hr · $2,500-$10,000 flat
- Hamilton Financial Planning LLC · Lakeway, TX · $250/hr · From $3,500 flat
- Mutual Trust Advisory Group · Estero, FL · Up to $350/hr · $25,000-$350,000 flat
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Successful Money Strategies Inc · Fall River, MA · $1,500-$5,000 flat
- Telos Partners LLC · Avon, CT · $500/hr · $8,000-$20,000 flat · $3,600-$18,000/yr
- Valor Wealth Partners · Washington, DC · $450/hr · $2,500-$7,000 flat · $50-$1,000/mo
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
Key findings from the filings
- The median hourly rate in South Carolina, $266 from 48 firms, is tied for the 18th lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $298.
- The median flat or project fee in South Carolina, $2,750 from 31 firms, is tied for the lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Of the 74 South Carolina firms that publish fees, 73% publish an hourly rate, 53% a flat or project fee, and 23% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 8 of the 74 South Carolina firms that publish fees (11%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $266/hr | $225- | 48 firms |
| Flat or project fee | $2,750 | $1,250- | 31 firms |
| Subscription (per month) | $356/mo | $299- | 16 firms |
| Annual fee | $11,800/yr | $7,000- | 9 firms |
How South Carolina compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.