Browse all Flat-fee 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	4,217
Retired	2,834
Tax-loss harvesting	2,713
Wealth management	2,134
Retirement plans for business owners (SEP, solo 401k)	2,030
Executive	1,588
College savings (529s, UTMA, etc.)	1,281
Retirement income strategy	1,027
Business exit / sale strategy	788
Self-Employed	734
Annuities	731
ESG / Sustainable investing	700
Private / alternative investments	602
General retirement planning	586
Options & derivatives strategies	517
Active portfolio management	479
Cash flow / budgeting	289
Charitable giving & philanthropy	255
Business succession planning	247
Approaching retirement	235
HENRY (High Earners, Not Rich Yet)	231
General estate planning guidance	190
Passive / index investing	180
Concentrated stock management	129
Retirement withdrawal strategies	118
Income planning	117
Business ownership considerations	100
General tax planning	87
Real estate investing	84
Mid-Career Professionals	71
Social Security optimization	69
Debt management	50
Long-term care insurance	50
Equity compensation tax strategy	40
Tax strategies for small businesses	37
Liquidity event planning	34
Factor investing / smart beta	33
Educators, Teachers, and Academics	26
Established Professionals	22
Financial Professional	21
Divorce financial planning	20
Women Professionals	18
Life insurance needs analysis	17
Business sale tax planning	16
Religious/faith focused	15
Roth conversion strategy	14
Values-based investing	14
Charitable giving tax strategies	11
Doctor or Medical Professional	10
Medicare planning	9
Retired	9
Young Professionals	9
Family Business	8
Business Financial Management	6
Dual Income Family	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Attorney	3
Christian Faith Based	3
Engineering Professional	3
Professional Athlete	3

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