Fee-Only Financial Advisors in South Carolina (2026)

125 fee-only investment advisers in South Carolina serve individuals, across 35 cities. 86 offer hourly or flat-fee arrangements and 63 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

Fee-only advisers in South Carolina serving the most individuals

Tandem Investment Advisors Inc Charleston · 10,230 individual clients
The Fiduciary Alliance Greenville · 8,744 individual clients
Colonial Trust Advisors, Inc. Spartanburg · 895 individual clients
CCM Investment Advisers, LLC Columbia · 873 individual clients
Anchor Investment Management Columbia · 763 individual clients
Hilton Head Capital Partners, LLC Hilton Head Island · 646 individual clients
Headland Capital Mt. Pleasant · 637 individual clients
Carolina Wealth Advisors Myrtle Beach · 587 individual clients
Global View Investment Advisors, LLC Greenville · 585 individual clients
Jackson Financial Services, LLC Mt. Pleasant · 551 individual clients

Looking for an adviser in South Carolina?

Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.

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What do you want help with? RSUs, ESPP or stock options Retirement planning Tax planning Investment management A one-off financial plan

Other South Carolina cities

Florence

Fort Mill

Auranser Inc. Not reported
Sweet Tree Financial Not reported

Georgetown

Wildes Financial Strategies, Inc $138M

Greenwood

Stokes Capital Advisors, LLC $499M

Greer

Van Der Noord Financial Advisors, Inc. $152M
Wealth Intelligently Navigated, LLC $533M

Hilton Head

Hilton Head Financial Advisors, Inc. $375M

Hilton Head Island

Hilton Head Capital Partners, LLC $410M
Women's Worth Advisors $26M

Indian Land

McGehee Wealth Advisory Group, Inc. $45M

Johns Island

Coastal Wealth Advisors, LLC $107M

Kiawah Island

The Cavanaugh Group Inc $486M

Lake City

Fowler Wealth Management $21M

Lake Wylie

Catawba River Capital $325M

Lexington

CMC Wealth Management, LLC $5.7M
Shadow Wealth Management, LLC $20M

Moncks Corner

Barony Financial Group $11M

Okatie

Fee-Only Financial Planning, L.c. $404M
Minas Wealth Management LLC $1.6M

Pawleys Island

Hardwick Capital Management, LLC $19M

Seneca

Hanover Advisors, Inc $355M
Magnolia Financial Planning Services, Inc. $226M

Simpsonville

Clocktower Private Wealth Not reported
Yellow Oak Financial Planning, LLC Not reported

Sullivans Island

Collins Advisors $14M

Summerville

Generouswealth, LLC $110M
Scipio Financial LLC $14M

How to choose between them

Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.