Search Results

104 advisors in south carolina
FirmFeeAUMMin.Clients

KEEN CAPITAL, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chapin, South CarolinaCRD #145023
Typical Fee--
AUM$180M
Minimum--
Clients352

KINWELL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #290449
Typical Fee--
AUM$192M
Minimum--
Clients134

LIBERTY HALL CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #173159
Typical Fee--
AUM$984M
Minimum--
Clients6

LPL ENTERPRISE, LLC

Also Compensated via Brokerage
Fort Mill, South CarolinaCRD #8733
Typical Fee2.50%
AUM$18.9B
Minimum--
Clients114,002

LPL FINANCIAL LLC

Also Compensated via Brokerage
Fort Mill, South CarolinaCRD #6413
Typical Fee1.00%
AUM$618.9B
Minimum--
Clients2,369,378

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seneca, South CarolinaCRD #135759
Typical Fee--
AUM$192M
Minimum--
Clients252

MATCH GRADE ADVISORS

Fee-Only, No ConflictsClean Record
Greenville, South CarolinaCRD #299181
Typical Fee--
AUM$361M
Minimum--
Clients1,037

MATTY AI INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #317016
Typical Fee--
AUM$37K
Minimum--
Clients133

METIS WEALTH MANAGEMENT & PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bluffton, South CarolinaCRD #305086
Typical Fee--
AUM$115M
Minimum--
Clients228

MORRIS FINANCIAL CONCEPTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #114862
Typical Fee--
AUM$469M
Minimum--
Clients929

MTM INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spartanburg, South CarolinaCRD #297500
Typical Fee--
AUM$621M
Minimum--
Clients1,029

NICHOLSON WEALTH MANAGEMENT GROUP

Clean RecordAlso Compensated via Brokerage
Charleston, South CarolinaCRD #327001
Typical Fee--
AUM$322M
Minimum--
Clients543

NORRIS FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #129422
Typical Fee--
AUM$252M
Minimum--
Clients879

NOVUS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #157908
Typical Fee--
AUM$203M
Minimum--
Clients617

OAK ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bluffton, South CarolinaCRD #137192
Typical Fee--
AUM$285M
Minimum--
Clients523

OBJECTIVITY SQUARED WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #311052
Typical Fee--
AUM$401M
Minimum--
Clients1,367

OCEANSIDE ADVISORS LLC

Clean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #170307
Typical Fee--
AUM$191M
Minimum--
Clients765

PERFORMA LIMITED (US), LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #154232
Typical Fee--
AUM$3.7B
Minimum--
Clients145

PERMCAP INVESTMENT OFFICE

Fee-OnlyAlso Compensated via Product Sales
Charleston, South CarolinaCRD #157476
Typical Fee--
AUM$4.9B
Minimum--
Clients46

PRIMETRUST ADVISORS LLC

Fee-Only, No Conflicts
Greenville, South CarolinaCRD #141625
Typical Fee--
AUM$394M
Minimum--
Clients58

PROSPERA FUNDS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Isle Of Palms, South CarolinaCRD #331765
Typical Fee--
AUM--
Minimum--
Clients--

RESOLUTE CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Greenville, South CarolinaCRD #304558
Typical Fee--
AUM$189M
Minimum--
Clients1,825

RIVERBEND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Myrtle Beach, South CarolinaCRD #302031
Typical Fee--
AUM$233M
Minimum--
Clients516

SAOS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mount Pleasant, South CarolinaCRD #159515
Typical Fee--
AUM$239M
Minimum--
Clients1,448

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, South CarolinaCRD #165306
Typical Fee--
AUM$5.0B
Minimum--
Clients1,583

SQN VENTURE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Charleston, South CarolinaCRD #301483
Typical Fee--
AUM$164M
Minimum--
Clients4

STOKES CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenwood, South CarolinaCRD #281278
Typical Fee--
AUM$499M
Minimum--
Clients750

TANDEM INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Charleston, South CarolinaCRD #109392
Typical Fee--
AUM$3.4B
Minimum--
Clients10,162

TAVERIK CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, South CarolinaCRD #156594
Typical Fee--
AUM$104M
Minimum--
Clients379

THE BEDMINSTER GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bluffton, South CarolinaCRD #118794
Typical Fee--
AUM$199M
Minimum--
Clients517
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