Browse all CFP®-certified advisors in South Carolina

Every advisor below is licensed to work with clients in South Carolina. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find South Carolina advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,053
Retired	646
Tax-loss harvesting	583
Wealth management	552
Executive	506
Retirement plans for business owners (SEP, solo 401k)	416
Retirement income strategy	390
College savings (529s, UTMA, etc.)	289
General retirement planning	266
ESG / Sustainable investing	208
Annuities	205
Private / alternative investments	202
Business exit / sale strategy	198
Active portfolio management	177
Options & derivatives strategies	177
Cash flow / budgeting	138
Self-Employed	129
General estate planning guidance	116
Income planning	97
Passive / index investing	94
Approaching retirement	87
Mid-Career Professionals	84
HENRY (High Earners, Not Rich Yet)	76
Business succession planning	74
Charitable giving & philanthropy	71
Multi-generational wealth transfer	68
Retirement withdrawal strategies	64
General tax planning	61
Social Security optimization	58
Business ownership considerations	52
Real estate investing	51
Concentrated stock management	38
Divorce financial planning	37
Equity compensation tax strategy	23
Long-term care insurance	19
Women Professionals	18
Factor investing / smart beta	16
Married/Couples/Partners	16
Established Professionals	15
Planning for children with special needs	13
Divorced	12
Debt management	10
Military & Veterans	10
Values-based investing	9
Young Professionals	9
Educators, Teachers, and Academics	8
Financial Professional	8
Tax strategies for small businesses	7
Doctor or Medical Professional	6
Parents	6
Religious/faith focused	6
Retired	5
Roth conversion strategy	5
Business Financial Management	4
Business sale tax planning	4
Engineering Professional	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Life insurance needs analysis	4
Charitable giving tax strategies	3
Christian Faith Based	3

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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support