Top advisors in South Carolina
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.
You might seek a financial advisor in South Carolina when you're navigating complex investment choices or planning for a major life event like retirement or inheritance. Without focused guidance, it's easy to overlook how local tax laws and economic factors can impact your financial plan.
- Local market insight. Confirm how they incorporate South Carolina's tax rules and economic trends into your strategy.
- Experience with diverse portfolios. Ask how they tailor investment approaches to your unique financial goals and risk tolerance.
- Fee structure clarity. Understand whether their flat-fee model aligns with your budget and service expectations.
- Coordination with other professionals. Check how they collaborate with your accountants or attorneys to ensure cohesive planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. offers expertise in active portfolio management and retirement plans for business owners, making him well-suited for financial advising in South Carolina. His independent status, 13 years of experience, and hourly fee structure up to $250/hour provide a transparent and personalized approach, while his firm's use of discretionary mandates and private-label model portfolios adds depth to investment strategies compared to other local advisors.
Experience: 13 years
Avg account: $373,429
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial advice in South Carolina with a focus on business exit strategies and tax-loss harvesting, which can be crucial for local entrepreneurs and business owners. Operating within a large firm, she provides flat-fee financial planning and consulting services, making her approach transparent and accessible compared to advisors with purely asset-based fees.
Experience: 1 year
Avg account: $230,599
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Anthony W
Series 63, Series 65
Charleston, WV
Merrill
Anthony Watts offers wealth management services with 36 years of experience, focusing on mid-career professionals and high earners not yet rich, which suits those navigating South Carolina's financial landscape. As a seasoned advisor at a large firm, Merrill, he charges a 1.10% AUM fee for managed strategies under $2 million, providing structured investment guidance compared to smaller or independent advisors.
Experience: 36 years
Avg account: $860,085
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Matthew S
Series 66
Myrtle Beach, SC
Thrivent Investment Management
Matthew Sandberg's 14 years of experience and Series 66 designation equip him to address financial planning needs in South Carolina, including business ownership considerations. Working at Thrivent Investment Management, a large firm offering Dedicated Planning Services and managed-account programs with consolidated billing, he provides structured, goal-based planning without discretionary trading authority, distinguishing him from advisors who may offer more discretionary management or smaller firm settings.
Experience: 14 years
Avg account: $162,801
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Michael H
Series 63, Series 65, Series 66
Melville, NY
Imperity Wealth Alliance LLC
Michael Hunt's 25 years of experience and expertise in wealth management and retirement income strategy equip him to address complex financial needs, including business exit planning and retirement plans for business owners. Unlike many local advisors, he offers flat-fee consulting options and brings additional value through his involvement in tax preparation, which can enhance coordination with other professionals for comprehensive financial planning.
Experience: 25 years
Avg account: $374,449
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