For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Consolidated Planning, Inc.
2725 Devine St Ste 100 Columbia, SC 29205-2438 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Life Planning, Long-Term Care, Retirement Income Management
Hines Wealth Management
125E Wappoo Creek Dr Ste 101A Charleston, SC 29412-2119 View on Map (888) 674-6777
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Edward D Jones & Company
202 Church St Clover, SC 29710-1009 View on Map (803) 222-6894
Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
John Hancock
25 Woods Lake Rd Ste 706 Greenville, SC 29607-2764 View on Map (864) 232-8111
Specialties: General Financial Planning
J.E. Wilson Advisors, LLC
2431 Devine Street Columbia, SC 29205-2405 View on Map (803) 799-9203
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Comprehensive Financial Planning, Investment Management, Life Transitions, Retirement Planning
Founders Federal Credit Union
3820 Leela Palace Way Fort Mill, SC 29708-8336 View on Map (803) 326-1707
Compensation Method: Salary Minimum Investable Assets: $200,000 Languages: English
Specialties: Retirement Income Management
Levi & Associates
PO Box 1222 Mt Pleasant, SC 29465-1222 View on Map (843) 224-9281
Specialties: Comprehensive Financial Planning
Waypoint Strategic Advisors
10570 Dorchester Rd. Summerville, SC 29485-8044 View on Map (843) 873-4420
Specialties: Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Disaster Recovery, Education Planning
Edward Jones
210 W. Calhoun St. Sumter, SC 29150 View on Map (803) 773-0801
Specialties: Asset Allocation, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Chapin Asset Management, Inc.
51 Dolphin Head Dr Hilton Head Island, SC 29926-1993 View on Map
Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Coastal Financial Planning Group, LLC
3527 Mary Ader Ave Charleston, SC 29414-5862 View on Map (843) 735-5065
Compensation Method: Commission Only Minimum Investable Assets: $5,000 Languages: English
Specialties: Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Bailey & Associates
1122 Lady St Ste 605 Columbia, SC 29201-3237 View on Map (803) 799-6850
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: Mandarin, English
Specialties: Investment Management
Core Financial Resources
120 E Beltline Blvd Anderson, SC 29621-1361 View on Map (864) 224-0745
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Accounting, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Tax Preparation
Wells Fargo Advisors, LLC
5370 Sunset Blvd # A Lexington, SC 29072-9260 View on Map (803) 957-0455
Specialties: Asset Allocation, Banking, Divorce Issues, Education Planning, Government and Military, Investment Management, Investment Planning
Verity Investment Partners
2015 Boundary St Ste 315 Beaufort, SC 29902-6805 View on Map (843) 379-6661
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Raymond James
1808 Second Baxter Xing Ste 100 Fort Mill, SC 29708-6437 View on Map (803) 548-4490
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Davinci Financial Designs, LLC
3200 Devine St Ste 200 Columbia, SC 29205-1891 View on Map (803) 741-0134
Specialties: Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Hawkins & Boukather, LLC.
110 Edgeworth St. Greenville, SC 29607-2536 View on Map (864) 331-0799
Specialties: Retirement Planning
Charleston Wealth Advisors
886 Johnnie Dodds Blvd Suite 204 Mt Pleasant, SC 29464-3190 View on Map (843) 628-2892
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: Spanish, English
Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning
First Southeast Investor Svs
2440 Mall Dr North Charleston, SC 29406-6544 View on Map (843) 529-5442
Specialties: Asset Allocation, Charitable Giving, General Financial Planning, Investment Planning, Wealth Management