For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Ameriprise Financial Services,
1211 John B White Sr Blvd Spartanburg, SC 29306-3924 View on Map (864) 587-7500
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Retirement Planning
Hilton Head Financial Advisors, Inc.
P.O. Box 21489 Hilton Head, SC 29925-1489 View on Map (843) 681-8300
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
PlanFIRST
9 Halton Green Way Greenville, SC 29607-6606 View on Map (864) 233-7405
Compensation Method: Fee Only Minimum Investable Assets: $400,000 Languages: English
Specialties: Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning, Wealth Management
Survivor Financial Strategies, LLC
513 W Beach Ct Folly Beach, SC 29439- View on Map (843) 588-0171
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Planning, Life Transitions, Retirement Income Management, Sudden Wealth Management, Tax Planning
Creative Financial Strategies
1320 Main St Ste 700 Columbia, SC 29201-3258 View on Map (803) 741-1001
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
BB&T
BB&T 1962 Sam Rittenberg Blvd Charleston, SC 29407 View on Map (843) 327-2647
Compensation Method: Salary Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning
Carolina Wealth Management, LLC
468 Old Cherokee Rd Lexington, SC 29072-9031 View on Map (803) 808-0954
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Tenet Wealth Management
1100 Queensborough Blvd Ste 102 Mount Pleasant, SC 29464-3626 View on Map (803) 854-2663
Oak Advisors, LLC
PO Box 7318 Hilton Head Island, SC 29938-7318 View on Map (843) 757-9339
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
PO Box 866 103-D Beaufort St. Chapin, SC 29036-0866 View on Map (803) 932-4000
Specialties: Education Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
PlanMember Securities
1571 Capel St Mount Pleasant, SC 29466-8378 View on Map (888) 277-2914
Compensation Method: Commission and Fee Minimum Investable Assets: $10,000 Languages: Spanish, English
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Intergenerational Planning
Wells Fargo Advisors, LLC
55 Hospital Center Cmns Ste 200 Hilton Head Island, SC 29926-2837 View on Map (843) 689-9599
Specialties: Comprehensive Financial Planning, Wealth Management
Wells Fargo Advisors
211 Scotts St Beaufort, SC 29902-5554 View on Map (843) 524-1114
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Intergenerational Planning
Morris Financial Concepts, Inc.
107 Pitt St Mt Pleasant, SC 29464-5318 View on Map (843) 884-6192
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
First Allied Securities, Inc.
76 Society St Apt 23 Charleston, SC 29401-6427 View on Map (843) 793-2870
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Lawlor & Brady, LLC
5187 Horry Drive Murrells Inlet, SC 29576-5242 View on Map (843) 651-9515
Specialties: General Financial Planning, Retirement Planning, Tax Planning, Tax Preparation
Consolidated Planning, Inc.
2725 Devine St Ste 100 Columbia, SC 29205-2438 View on Map
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Insurance Planning, Investment Planning
Merrill Lynch
1224 Sumter Street Columbia, SC 29201-3323 View on Map (803) 733-2172
Specialties: Asset Allocation, General Financial Planning, Investment Management, Retirement Income Management, Wealth Management
Pope, Smith, Brown & King, PA
309 E Stone Ave Greenville, SC 29609-5625 View on Map (864) 242-0656
Specialties: General Financial Planning
105 Wall St Ste 1 Clemson, SC 29631-1496 View on Map (864) 653-6169
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management