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Best Financial Advisors in Charleston

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Charleston, SCCharleston, SC

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Charleston, SCCharleston, SC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

235 Magrath Darby Blvd. Suite 120, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)

Bera Wealth Advisors provides financial planning and wealth management services to clients in Charleston. Its financial advisors help clients create financial plans for investments, cash flow management, and risk management. In addition, the company assists individuals in planning for education, retirement, and legacy. The company's founding partner, Chrys Kanos, is a chartered life underwriter and chartered financial consultant with experience in personal financial planning, wealth management, estate planning, and risk management. He is also certified in long-term care.

235 Magrath Darby Blvd. Suite 120, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 459-3096

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2 Gillon St Ste 100, Charleston, SC 29401
Charleston, SC 29401
  • Tax Preparation
  • Finance Planning

Clem Collaborative is a company that caters to individuals and corporations in Charleston and the surrounding areas. It helps clients secure their future and achieve their financial goals by providing them with a wide range of services, including tax planning, tax preparation, money coaching, bookkeeping, and financial planning. Steven E. Clem, the founder of Clem Collaborative, earned the EA designation in 2004. He also serves as the president of the South Carolina Chapter of the National Association of Tax Professionals.

2 Gillon St Ste 100, Charleston, SC 29401
Charleston, SC 29401

Website(843) 214-2747

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

30 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

78 Ashley Point Drive, Ste 201, Charleston, SC 29407
Charleston, SC 29407
  • Certified Financial Planner (CFP)

Coastal Financial Planning Group is an ISO-certified wealth management firm that serves individuals, families, and retirees in Charleston and surrounding communities, including Johns Island and Mount Pleasant. Since 2003, it has been providing various services, such as estate planning, retirement planning, tactical asset allocation, and advanced tax planning. Its team of financial advisors performs thorough income and existing investment analyses. Founder and chief investment advisor Rick Durkee also holds a life and disability insurance license and a Series 65 securities license.

78 Ashley Point Drive, Ste 201, Charleston, SC 29407
Charleston, SC 29407

Website(843) 735-5065

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3464 Maybank Highway, Unit E, Johns Island, SC 29455
Johns Island, SC 29455
Instagram
  • Certified Financial Planner (CFP)

Coastal Wealth Advisors serves clients in Charleston and the surrounding areas. It helps clients achieve their financial objectives through financial planning, investment management, and retirement planning. Founder Justin Follmer has been serving high-net-worth individuals and families, entrepreneurs, charitable organizations, and small businesses for more than 10 years. He is a Marine Corps veteran who integrates the core values of honor, courage, and commitment into how he deals with clients and business processes.

3464 Maybank Highway, Unit E, Johns Island, SC 29455
Johns Island, SC 29455

InstagramWebsite(843) 870-9568

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

225 Seven Farms Dr, Suite 106, Charleston, SC 29492
Charleston, SC 29492
  • Certified Financial Planner (CFP)

Commonwealth Financial Group serves residents of Charleston who are in a variety of economic situations. It helps families and individuals create comprehensive plans for growing their money, preserving wealth, planning for retirement, or setting up a will. Its agents advise business owners on business succession, executive compensation, and tax planning. They also accommodate the needs of medical professionals in practice management, asset protection, and retirement planning. Amanda Campbell is the director of financial planning. She is a CFP with Finra registration of 6, 7, 63, and 65.

225 Seven Farms Dr, Suite 106, Charleston, SC 29492
Charleston, SC 29492

Website(843) 884-4545

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.1 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8550 Dorchester Rd, North Charleston, SC 29420
North Charleston, SC 29420
  • Retirement Planning
  • Investment Management

Founded in 2007, Cornerstone Wealth Advisory Group provides a full range of insurance and retirement planning services for clients in Charleston and neighboring areas. Through its partnership with over 150 insurance and investment companies, the firm can provide a wide range of products and services. It specializes in helping sports professionals and entertainers in wealth management and preservation matters, including personalized investment portfolios. Cornerstone Wealth Advisory Group has been featured in Forbes Magazine and named South Carolina Financial Leaders.

8550 Dorchester Rd, North Charleston, SC 29420
North Charleston, SC 29420

Website(843) 376-3350

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

56 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

656 Ellis Oak Ave, Suite 114, Charleston, SC 29412
Charleston, SC 29412
Instagram
  • Financial Planning

Elwood & Goetz is a wealth management firm that offers services to individuals and businesses in Charleston. Its team works with clients to build an investment portfolio, manage taxes, protect cash flow and net worth, and prepare for retirement and estate decisions. Business owners offer advice regarding business strategies, succession planning, and 401(k)/retirement matters. The firm was established in 2006 to help clients navigate their financial future. Its Certified Financial Planners also serve clients in Atlanta and Athens.

656 Ellis Oak Ave, Suite 114, Charleston, SC 29412
Charleston, SC 29412

InstagramWebsite(843) 483-8349

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1124 Park West Blvd. Suite 102, Mount Pleasant, SC 29466
Mount Pleasant, SC 29466
  • Certified Financial Planner (CFP)
  • Financial Planning

Good Life Financial Advisors of Mt. Pleasant, SC, is an independent firm that caters to clients in the Charleston metro. It offers personalized wealth management, financial planning, estate planning, and life insurance review services. The company uses ROBO Investor as its financial tool and helps clients automate, curate, and manage their investment portfolios. Good Life Financial is an affiliate of LPL Financial. In addition, its senior investment executive, Fred Claghorn, is a Certified Financial Planner.

1124 Park West Blvd. Suite 102, Mount Pleasant, SC 29466
Mount Pleasant, SC 29466

Website(843) 970-2166

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Retirement Planning

Legacy Wealth Management is a fiduciary firm that provides financial guidance to help clients in Charleston achieve their goals. It offers assistance in financial planning, investment management, and tax strategies. Its advisors guide clients in planning their retirement by reviewing their wealth and identifying potential income sources to optimize their retirement lifestyle. President R. Bennett Firestone Jr., who has been in the industry for 19 years, is also a managing partner at Financial Advocacy Network, LLC.

210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 416-1118

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1032 Savannah Highway, Charleston, SC 29407
Charleston, SC 29407
  • Certified Financial Planner (CFP)
  • Financial Planning

Lighthouse Wealth Advisors of Charleston, LLC, offers individual financial planning services. It aids its clients in charting a course—which involves income and retirement planning, investment and portfolio management, and education funding—by creating a financial roadmap for their goals. It also offers wealth management solutions, creating a portfolio based on customers' risk tolerance and individual goals. It can include fee-based accounts, mutual and indexed funds, brokerage accounts, and variable and fixed annuities. The Charleston's office president, Wes McKenna, is a Life Underwriter Training Council Fellow.

1032 Savannah Highway, Charleston, SC 29407
Charleston, SC 29407

Website(843) 277-8266

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

887 Johnnie Dodds Blvd. Suite 213, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464
Instagram
  • Retirement Planning
  • Financial Planning

Moneycoach is financial planning firm that helps improve the finances of individuals and families based in Charleston and nearby areas. It comprises a team of financial planners who utilize a technique called the MoneyCoach Game plan. The team's financial planning technique is divided into four distinct phases, keeping clients on the right track in achieving life goals. Some of the services available are investment management, tax planning, estate preservation, business consulting, retirement planning, and life risk management.

887 Johnnie Dodds Blvd. Suite 213, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464

InstagramWebsite(843) 564-8584

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

126 Seven Farms Drive Suite 160, Daniel Island, SC 29492
Daniel Island, SC 29492
  • Certified Financial Planner (CFP)

Oak Capital Advisors LLC is a group of Certified Financial Planners serving families and business owners in Charleston and the surrounding areas. As a fiduciary, the firm legally and ethically prioritizes the needs and interests of its clients. It offers services such as retirement planning, exit planning, insurance planning, and investment management. Its other services include estate planning and tax management. Oak Capital Advisors focuses on reducing risk, making smarter investments, and minimizing tax.

126 Seven Farms Drive Suite 160, Daniel Island, SC 29492
Daniel Island, SC 29492

Website(843) 284-0798

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

501 Wando Park Blvd., Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Financial Planning

Oak Capital Management, LLC, advises individuals, families, and businesses on financial planning. Comprising 10 Certified Financial Planners and several team members with degrees in business and finance, the financial advisory firm serves Charleston and metros in North and South Carolina. It helps clients with investment management, tax planning, asset allocation and protection, business funding strategies, debt management, and life and disability insurance. The firm has over 150 years of combined experience and is committed to establishing long-term partnerships with its clients.

501 Wando Park Blvd., Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464

Website(843) 849-7878

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

222 W. Coleman Blvd. Ste. 104, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)

Since 2005, Oak Street Advisors has been serving current retirees, business owners, and individuals in the Charleston metro. The firm offers various services, such as tax planning, investment advisory, and financial planning. Its team of fiduciary financial advisors implements Roth IRA conversion strategies to improve the clients' financial outcomes. Before opening Oak Street Advisors, president and founder Joe Taylor used to work with two Wall Street firms, where he learned the basics of financial planning and portfolio management for 16 years.

222 W. Coleman Blvd. Ste. 104, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 901-7778

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

235 Magrath Darby Boulevard Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Oceanside Advisors, LLC, provides fiduciary-based investing and financial planning services to clients in and around Charleston. The company's advisors help individuals and families who are dealing with complex financial decisions. They handle financial planning that covers net worth statement preparation, cash flow analysis, mortgage planning, and student loan planning. Johann Kroll, the firm's founder, has CFA and CFP designations. Kroll also holds a bachelor's degree in Finance and has over 12 years of personal investing experience.

235 Magrath Darby Boulevard Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464

Website(843) 830-6568

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

761 Coleman Blvd., Suite E, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Tax Planning
  • Retirement Planning
  • Chartered Financial Analyst (CFA)

Runey & Associates is a fiduciary financial planning company that focuses on serving those 50 years and older in Charleston and neighboring areas. While it mainly assists in retirement planning, the firm's financial advisors also handle investment management, tax planning, social security timing, and insurance optimization matters. Founder James Runey III, a native of Charleston, holds a Chartered Financial Analyst designation. Before opening the firm, he worked as an investment banker and ran a private equity firm abroad.

761 Coleman Blvd., Suite E, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 654-1211

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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