Top financial advisors in Myrtle Beach, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning to retire in Myrtle Beach, SC, you likely want to make the most of favorable state retirement deductions and enjoy the warm climate without financial stress. A common mistake is underestimating how local tax rules and cost of living changes affect your retirement income and withdrawal strategies.
- State tax impact. Confirm how the advisor incorporates South Carolina's retirement income deductions into your overall tax plan.
- Withdrawal sequencing. Ask how they plan distributions to balance tax efficiency with your spending needs.
- Cost of living adjustments. Ensure they consider Myrtle Beach's living expenses compared to your previous location.
- Long-term income planning. Check if they model your retirement income over decades, not just the first few years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David W
Series 63, Series 65
Myrtle Beach, SC
Wells Fargo Clearing
David Weber's 45 years of experience and Series 63 and 65 licenses position him well to address retirement planning in Myrtle Beach, especially with Wells Fargo Clearing's focus on retirement plan consulting and IPS-driven investment strategies. His flat-fee structure and service at a large firm offering both discretionary and non-discretionary services differentiate him from others by combining seasoned expertise with diverse investment options and a client-focused fee approach.
Experience: 46 years
Avg account: $475,575
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Jason T
Series 66
Myrtle Beach, SC
Edward Jones
Jason Toy specializes in retirement income strategy and multi-generational wealth transfer, making him well-suited to address the tax and income planning challenges of retiring in Myrtle Beach, SC. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, supporting clients including business owners and intergenerational families.
Experience: 7 years
Avg account: $246,728
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Bradley T
Series 63, Series 65
Myrtle Beach, SC
Gradient Advisors, Llc
Bradley Tunnell specializes in retirement income strategy and general tax planning, making him well-suited to address the tax and withdrawal sequencing challenges retirees face in Myrtle Beach, SC. With 13 years of experience and leadership of Palmetto Wealth Planning, he offers independent advice supported by Gradient Advisors' broad investment approach and diverse client services, distinguishing him from other local advisors.
Experience: 13 years
Avg account: $134,534
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Herman W
Series 66
Myrtle Beach, SC
Merrill
Herman Watson's 18 years of experience at Merrill Lynch in Myrtle Beach equip him to address local retirement income strategies, including tax-efficient withdrawal sequencing and long-term income planning. His focus on mid-career professionals and high earners, combined with a clear communication style and a 1.10% AUM fee for managed strategies, distinguishes him from other advisors in the area.
Experience: 18 years
Avg account: $860,085
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Flavio M
VerifiedSeries 65
Myrtle Beach, SC
Coast Wealth Management Group, LLC
Flavio Medeiros specializes in retirement income strategy and general retirement planning, making him well-suited for retirees in Myrtle Beach, SC, who need to navigate local tax deductions and cost of living changes. His firm offers flat-fee financial plans and ongoing planning, serving Gen X and retired clients with a focus on cash flow, debt management, and Roth conversions, distinguishing him from advisors with different fee structures or client focuses.
Experience: 10 years
Avg account: $289,570
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