user avatar

Patrick Andrew Gunther

Advisor at Independent Advisor Alliance, LLC — Summerville, SC

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Summerville, SC

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

303

Across 167 offices

Clients per advisor

139 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at Independent Advisor Alliance since 2016, with additional experience at GenerousWealth, LLC and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through a combination of discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Client services

Based on Independent Advisor Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Summerville, SC

Summerville SC

Advisors at this office

1

Most active in

Florida · New York · South Carolina

Work history

32 years of industry experience

Independent Advisor Alliance, LLC

2021 - Present • 5 years

Summerville, SC

Generouswealth, LLC

2020 - 2021 • 1 year

Summerville, SC

LPL Financial

2016 - Present • 10 years

Summerville, SC

Independent Advisor Alliance, LLC

2016 - 2020 • 4 years

Summerville, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew M

Series 65

Daniel Island, SC

Reconstructing Wealth

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Concentrated stock management
user avatar

Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Passive / index investing General retirement planning
user avatar

John B

Series 65

North Charleston, SC

MKB Consulting LLC

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Active portfolio management
user avatar

Tyson H

CFA®, Series 63

Charleston, SC

Income Growth Advisors, LLC

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Matthew S

Series 65

Summerville, SC

DeltaX Capital LLC

Matthew Schaller is a Series 65 credentialed advisor at DeltaX Capital LLC with one year of industry experience. He has held roles at several entities, including Time Arcade LLC, Armament LLC, GoodUnited, Redemption Cycles LLC, and Clemson University. Outside of his advisory role, he is involved with multiple business ventures. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs an actively managed, concentrated equity strategy using fundamental, quantitative, technical, and macroeconomic analysis to guide investment decisions.

Active portfolio management Concentrated stock management
user avatar

Patrick S

Series 63, Series 65

Daniel Island, SC

Sherman Financial & Wealth Management

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")