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Find Retirement Advisors for Retirement Planning in Charleston, South Carolina
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Charleston, South Carolina
Last Updated - May 15, 2025Charleston has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Charleston, South Carolina have an average of 11 years of experience.
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List of Qualified Retirement Planning Advisors in Charleston, South Carolina
VERIFIEDBrian Cummings
CFP®, EA, ChFC®
Cummings Wealth Management Group
Qualifications
CRD# 5889885
Firm CRD# 8032
Series 65
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Charleston, South Carolina (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 465 Meeting Street, Suite 500 Charleston, SC, 29403 | $28,309,013,200 | 61 | 510 | A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES) |
| 2 | 18 N. Adgers Wharf, Charleston, SC, 29401 | $4,462,882,442 | 42 | 16 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 1080 Morrison Drive, Suite 120 Charleston, SC, 29403 | $3,375,104,696 | 114 | 16 | A percentage of AUM |
| 4 | 145 King Street, Suite 400 Charleston, SC, 29401-2229 | $3,239,657,732 | 9811 | 14 | A percentage of AUM |
| 5 | 200 Meeting Street, 2nd Floor Charleston, SC, 29401 | $914,871,466 | 6 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 92 Broad Street, Charleston, SC, 29401 | $403,354,396 | 4 | 2 | A percentage of AUM, Performance Based |
| 7 | 701 East Bay Street, Suite 403 Charleston, SC, 29403 | $361,716,000 | 1248 | 6 | A percentage of AUM |
| 8 | 635 East Bay Street, Suite C Charleston, SC, 29403 | $332,760,217 | 1588 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 997 Morrison Drive, Suite 401, Charleston, SC, 29403 | $323,748,302 | 467 | 6 | A percentage of AUM, Fixed fees |
| 10 | 171 Church Street, Suite 150 Charleston, SC, 29401 | $268,348,757 | 2 | 9 | A percentage of AUM |
| 11 | 109 East Bay Street, #1e Charleston, SC, 29401 | $264,922,179 | 135 | 3 | A percentage of AUM |
| 12 | 211 King Street, Suite 204, Charleston, SC, 29401 | $226,493,001 | 4 | 2 | A percentage of AUM, Performance Based |
| 13 | 8 N. Adgers Wharf, Charleston, SC, 29401 | $226,295,828 | 434 | 3 | A percentage of AUM, Fixed fees |
| 14 | 4 North Atlantic Wharf, Suite 200, Charleston, SC, 29401-2168 | $210,709,306 | 595 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 460 King Street, Suite 200 Charleston, SC, 29403 | $170,558,268 | 407 | 10 | A percentage of AUM, Commission Based |
Information on Top Retirement Planning firms in Charleston, South Carolina
QualificationsFirm CRD# 160665
Assets Under Management $28,309,013,200
No. Of Clients61
Clients Per Financial Advisor0
GREYSTAR INVESTMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $28B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 510 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157476
Assets Under Management $4,462,882,442
No. Of Clients42
Clients Per Financial Advisor3
PERMCAP INVESTMENT OFFICE 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 42 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 154232
Assets Under Management $3,375,104,696
No. Of Clients114
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 114 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
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109392
Assets Under Management $3,239,657,732
No. Of Clients9811
Clients Per Financial Advisor701
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 9811 clients. The team consists of 14 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (UMA MODEL PROVIDER)
QualificationsFirm CRD# 173159
Assets Under Management $914,871,466
No. Of Clients6
Clients Per Financial Advisor1
LIBERTY HALL CAPITAL PARTNERS, L.P. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 11 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
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160105
Assets Under Management $403,354,396
No. Of Clients4
Clients Per Financial Advisor2
GLOBAL FRONTIER INVESTMENTS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 311052
Assets Under Management $361,716,000
No. Of Clients1248
Clients Per Financial Advisor208
OBJECTIVITY SQUARED WEALTH MANAGEMENT is a financial advisory firm situated in Charleston, South Carolina. With a nearly $362M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1248 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 294673
Assets Under Management $332,760,217
No. Of Clients1588
Clients Per Financial Advisor176
CAPASSO PLANNING PARTNERS LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 129738
Assets Under Management $323,748,302
No. Of Clients467
Clients Per Financial Advisor78
FAMILY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 6 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY LEGACY PLANNING AND DEVELOPMENT)
QualificationsFirm CRD# 295209
Assets Under Management $268,348,757
No. Of Clients2
Clients Per Financial Advisor0
BRICKELL KEY ASSET MANAGEMENT LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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 pooled investment vehicles
QualificationsFirm CRD# 107665
Assets Under Management $264,922,179
No. Of Clients135
Clients Per Financial Advisor45
VICTORIA CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Charleston, South Carolina. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 3 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 and/or small businesses
QualificationsFirm CRD# 170509
Assets Under Management $226,493,001
No. Of Clients4
Clients Per Financial Advisor2
BOWSIDE CAPITAL, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 327001
Assets Under Management $226,295,828
No. Of Clients434
Clients Per Financial Advisor145
NICHOLSON WEALTH MANAGEMENT GROUP, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 clients. The team consists of 3 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 137536
Assets Under Management $210,709,306
No. Of Clients595
Clients Per Financial Advisor119
CHARLESTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Charleston, South Carolina. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 595 clients. The team consists of 5 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 322064
Assets Under Management $170,558,268
No. Of Clients407
Clients Per Financial Advisor41
BALLAST ROCK PRIVATE WEALTH is a financial advisory firm situated in Charleston, South Carolina. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 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
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
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 Clinton, South Carolina
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- Retirement Planners in Greenville, South Carolina
- Retirement Planners in Greer, South Carolina
- Retirement Planners in Mauldin, South Carolina
- Retirement Planners in Mount Pleasant, South Carolina
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Looking for more choices? Use our free match service to compare retirement planners serving your area.