Question 1

How do I find a verified financial advisor in South Carolina?

Accepted Answer

To find a verified financial advisor in South Carolina, we recommend using  the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to  our guide on using BrokerCheck.

Question 2

What qualifications should I look for in a financial advisor in South Carolina?

Accepted Answer

When evaluating the qualifications of financial advisors in South Carolina, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about  advisor designations.

Question 3

Can I get personalized financial advice tailored to my situation from an advisor in South Carolina?

Accepted Answer

Yes, it is common for financial advisors in South Carolina to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

Question 4

How do I ensure that a financial advisor in South Carolina is trustworthy and reliable?

Accepted Answer

To determine the trustworthiness and reliability of a financial advisor in South Carolina, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your own research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using  the free financial advisor match tool  to find and compare pre-screened and vetted advisors matched to your needs.

Question 5

What services can I expect from a financial advisor in South Carolina?

Accepted Answer

Financial advisors in South Carolina offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor in the South Carolina directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand  how financial advisors can assist you  with the various services they provide.

Question 6

How do I compare different financial advisors in South Carolina to make an informed decision?

Accepted Answer

When comparing different financial advisors in South Carolina, it's important to consider their qualifications, credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare 2-3 vetted advisors in South Carolina, specifically tailored to your financial needs and goals.

Question 7

Are there any online tools or resources available to help me search for financial advisors in South Carolina?

Accepted Answer

Yes, there are several online tools and resources that can assist you in searching for financial advisors in South Carolina. We recommend using the WiserAdvisor online directory for the state of South Carolina to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisor&rsquo;s credentials.

Question 8

How do I know if a financial advisor in South Carolina specializes in areas that are relevant to my financial goals?

Accepted Answer

To determine if a financial advisor in South Carolina specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of South Carolina specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

Question 9

Can I read reviews or testimonials from other clients who have worked with financial advisors in South Carolina?

Accepted Answer

Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in South Carolina can be helpful when choosing an advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in South Carolina.

Question 10

Are there financial advisors in South Carolina who specialize in retirement planning for state-specific pension plans?

Accepted Answer

Yes, there are financial advisors in South Carolina who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.

Question 11

Can a financial advisor in South Carolina provide guidance on college savings plans that are specific to the state?

Accepted Answer

Yes, a financial advisor in South Carolina can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

Question 12

Can a financial advisor in South Carolina help me navigate the tax implications of living in the state?

Accepted Answer

Yes, many financial advisors in South Carolina are also tax professionals or work closely with tax professionals to help clients with navigating state tax implications. These professionals possess expertise in South Carolina's tax laws, deductions, credits, and exemptions, enabling them to assist in helping you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of South Carolina may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning is among the services an advisor offers.

Question 13

Are there financial advisors in South Carolina who are familiar with the state's unique regulations and incentives for small business owners?

Accepted Answer

Yes, there are financial advisors in South Carolina that provide financial guidance for small businesses and are familiar with the unique regulations and incentives for small business owners in the state. These advisors can provide tailored guidance and strategies to help small business owners navigate complex tax laws, take advantage of available incentives, and optimize their financial operations to achieve their business goals. To further explore how financial advisors listed on our directory for the state of South Carolina can support you, read on about if you need a financial advisor as a small business owner.

Question 14

Can a financial advisor in South Carolina provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes?

Accepted Answer

Yes, a financial advisor in South Carolina can provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance, business insurance, and flood insurance, that may be necessary to protect against potential damages caused by hurricanes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.

Question 15

Can a financial advisor in South Carolina assist with philanthropic planning and charitable giving?

Accepted Answer

Yes, a financial advisor in South Carolina can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about Charitable Planning Strategies.

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Bradley TunnellLUTC - Advanced Estate PlanningPalmetto Wealth Planning1361 21st Ave. N.Myrtle Beach, SC 29577	26 Years	Not Specified	$50,000	Not Specified
David ConleyCFP^®Masters Financial Group106 E. Butler RdMauldin, SC 29662	29 Years	$56,750,000	Not Specified	Fee-Based


LPL FINANCIAL LLCFort Mill, SC	35841	1910545	$463,475,486,343	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
GREYSTAR INVESTMENT GROUP, LLCCharleston, SC	510	61	$28,309,013,200	A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
APOLLON WEALTH MANAGEMENT, LLCMount Pleasant, SC	167	15301	$5,519,652,128	A percentage of AUM, Hourly charges, Fixed fees
PERMCAP INVESTMENT OFFICECharleston, SC	16	42	$4,462,882,442	A percentage of AUM, Fixed fees, Performance Based
SOUTHSTATE ADVISORY, INC.Columbia, SC	20	420	$3,417,068,970	A percentage of AUM, Hourly charges, Fixed fees
PERFORMA LIMITED (US), LLCCharleston, SC	16	114	$3,375,104,696	A percentage of AUM
TANDEM INVESTMENT ADVISORS INCCharleston, SC	14	9811	$3,239,657,732	A percentage of AUM
FOSTER VICTOR WEALTH ADVISORSGreenville, SC	35	5502	$2,014,684,499	A percentage of AUM, Fixed fees
ABACUS PLANNING GROUP, INC.Columbia, SC	27	2566	$1,681,630,457	A percentage of AUM, Hourly charges, Fixed fees
GREENWOOD CAPITAL ASSOCIATES, LLCGreenwood, SC	19	714	$1,495,477,486	A percentage of AUM, Fixed fees, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,)
GROUND SWELL CAPITAL, LLCFolly Beach, SC	10	1	$1,456,875,045	Performance Based, Other (EXPENSE REIMBURSEMENT)
COLONIAL TRUST ADVISORS, INC.Spartanburg, SC	23	1990	$1,399,678,109	A percentage of AUM, Fixed fees
THE FIDUCIARY ALLIANCEGreenville, SC	48	16591	$1,227,969,964	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
ANCHOR INVESTMENT MANAGEMENTColumbia, SC	17	1922	$1,171,606,070	A percentage of AUM, Fixed fees
CCM INVESTMENT ADVISERS, LLCColumbia, SC	11	906	$1,093,282,659	A percentage of AUM, Fixed fees

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