Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in South Carolina
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in South Carolina, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in South Carolina
Last Updated - April 20, 2024South Carolina has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 90 non-vetted advisors in your local area. These retirement advisors in South Carolina have an average of 26 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in South Carolina
VERIFIEDBradley Tunnell
LUTC - Advanced Estate Planning
Tunnell Financial
Qualifications
CRD# 2888131
Firm CRD# 141413
Series 6, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Commissions, Flat Fee, Based on Assets
VERIFIEDDavid Conley
CFP®
Masters Financial Group
Qualifications
CRD# 2545821
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDDean Elmer
EA, CPFA
Holistic Advisory
Qualifications
CRD# 4310405
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDAdam Wiles
CFP®
Global View, LLC
Qualifications
CRD# 4798512
Firm CRD# 145499
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
CRD# 7436040
Firm CRD# 46947
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDGoepper Burkhardt
CPA, CFP®, PFS™
Qualifications
Firm CRD# 127896
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC 1055 Lpl Way, Fort Mill, SC, 29715 | $368,018,536,946 | 1688501 | 31366 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403 | $26,631,669,631 | 59 | 368 | A Percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES) |
| 3 | PERMANENS CAPITAL L.P. 18 N. Adgers Wharf, Charleston, SC, 29401 | $4,193,707,521 | 47 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | FORTIGENT, LLC 1055 Lpl Way, Fort Mill, SC, 29715 | $3,451,348,607 | 922 | 10 | A Percentage of AUM, Fixed Fees, Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED) |
| 5 | APOLLON WEALTH MANAGEMENT, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464 | $3,362,897,429 | 11192 | 117 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | SOUTHSTATE ADVISORY, INC. 520 Gervais St, Columbia, SC, 29201 | $3,116,698,205 | 384 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | TANDEM INVESTMENT ADVISORS INC 145 King Street, Suite 400 Charleston, SC, 29401-2229 | $2,997,109,590 | 9078 | 9 | A Percentage of AUM |
| 8 | PERFORMA LIMITED (US), LLC 701 East Bay Street, Suite 405 Charleston, SC, 29403 | $2,876,679,894 | 99 | 15 | A Percentage of AUM |
| 9 | FINTRUST CAPITAL ADVISORS, LLC 124 Verdae Blvd., Suite 504 Greenville, SC, 29607 | $1,724,645,328 | 2083 | 44 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | ABACUS PLANNING GROUP, INC. 2500 Devine Street, Columbia, SC, 29205-2400 | $1,507,405,296 | 2539 | 34 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | GROUND SWELL CAPITAL, LLC 105 West Huron Avenue, Folly Beach, SC, 29439 | $1,379,700,437 | 1 | 10 | Performance Based, Other (EXPENSE REIMBURSEMENT) |
| 12 | GREENWOOD CAPITAL ASSOCIATES, LLC 425 Main Street, Suite 100 Greenwood, SC, 29646-2741 | $1,364,808,572 | 682 | 20 | A Percentage of AUM, Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT, REF FEES, REV SHARE,) |
| 13 | FOSTER VICTOR WEALTH ADVISORS 10 Toy Street, Suite 200 Greenville, SC, 29601 | $1,243,196,000 | 4652 | 30 | A Percentage of AUM, Fixed Fees |
| 14 | COLONIAL TRUST ADVISORS, INC. 233 South Pine Street, Spartanburg, SC, 29302 | $1,193,168,142 | 1928 | 20 | A Percentage of AUM, Fixed Fees |
| 15 | ANCHOR INVESTMENT MANAGEMENT 3205 Devine Street, Columbia, SC, 29205 | $935,530,524 | 1857 | 18 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in South Carolina
QualificationsFirm CRD# 6413
Assets Under Management $368,018,536,946
No. Of Clients1688501
Clients Per Financial Advisor54
LPL FINANCIAL LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $368B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1688501 clients. The team consists of 31366 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 160665
Assets Under Management $26,631,669,631
No. Of Clients59
Clients Per Financial Advisor0
GREYSTAR INVESTMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 59 clients. The team consists of 368 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (DEVELOPMENT
- PROPERTY MANAGEMENT
- CONSTRUCTION AND OTHER FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 157476
Assets Under Management $4,193,707,521
No. Of Clients47
Clients Per Financial Advisor3
PERMANENS CAPITAL L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 138164
Assets Under Management $3,451,348,607
No. Of Clients922
Clients Per Financial Advisor92
FORTIGENT, LLC is a financial advisory firm situated in Fort Mill, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 922 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 291902
Assets Under Management $3,362,897,429
No. Of Clients11192
Clients Per Financial Advisor96
APOLLON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11192 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 153113
Assets Under Management $3,116,698,205
No. Of Clients384
Clients Per Financial Advisor19
SOUTHSTATE ADVISORY, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 109392
Assets Under Management $2,997,109,590
No. Of Clients9078
Clients Per Financial Advisor1009
TANDEM INVESTMENT ADVISORS INC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9078 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 154232
Assets Under Management $2,876,679,894
No. Of Clients99
Clients Per Financial Advisor7
PERFORMA LIMITED (US), LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 145460
Assets Under Management $1,724,645,328
No. Of Clients2083
Clients Per Financial Advisor47
FINTRUST CAPITAL ADVISORS, LLC is a financial advisory firm situated in Greenville, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2083 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107994
Assets Under Management $1,507,405,296
No. Of Clients2539
Clients Per Financial Advisor75
ABACUS PLANNING GROUP, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2539 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 159812
Assets Under Management $1,379,700,437
No. Of Clients1
Clients Per Financial Advisor0
GROUND SWELL CAPITAL, LLC is a financial advisory firm situated in Folly Beach, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (EXPENSE REIMBURSEMENT)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 115015
Assets Under Management $1,364,808,572
No. Of Clients682
Clients Per Financial Advisor34
GREENWOOD CAPITAL ASSOCIATES, LLC is a financial advisory firm situated in Greenwood, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 682 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (% OF AUM FOR RETIREMENT ED/CONS/INV MGMT
- REF FEES
- REV SHARE
- )
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 283656
Assets Under Management $1,243,196,000
No. Of Clients4652
Clients Per Financial Advisor155
FOSTER VICTOR WEALTH ADVISORS is a financial advisory firm situated in Greenville, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4652 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 110257
Assets Under Management $1,193,168,142
No. Of Clients1928
Clients Per Financial Advisor96
COLONIAL TRUST ADVISORS, INC. is a financial advisory firm situated in Spartanburg, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1928 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 135296
Assets Under Management $935,530,524
No. Of Clients1857
Clients Per Financial Advisor103
ANCHOR INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, South Carolina. With a nearly $936M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1857 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Greenville, South Carolina
- Retirement Planners in Greer, South Carolina
- Retirement Planners in Myrtle Beach, South Carolina
Looking for more choices? Use our free match service to compare retirement planners serving your area.