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Find Retirement Advisors for Retirement Planning in South Carolina, Charleston

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.

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Top 15 Retirement Planning firms in Charleston, South Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
A percentage of AUM, Performance Based, Other (DEVELOPMENT, PROPERTY MANAGEMENT, CONSTRUCTION AND OTHER FEES)
2

18 N. Adgers Wharf,
Charleston, SC, 29401
$4,462,882,4424216
A percentage of AUM, Fixed fees, Performance Based
3

1080 Morrison Drive, Suite 120
Charleston, SC, 29403
$3,375,104,69611416
A percentage of AUM
4

145 King Street, Suite 400
Charleston, SC, 29401-2229
$3,239,657,732981114
A percentage of AUM
5

200 Meeting Street, 2nd Floor
Charleston, SC, 29401
$914,871,466611
A percentage of AUM, Fixed fees, Performance Based
6

92 Broad Street,
Charleston, SC, 29401
$403,354,39642
A percentage of AUM, Performance Based
7

701 East Bay Street, Suite 403
Charleston, SC, 29403
$361,716,00012486
A percentage of AUM
8

635 East Bay Street, Suite C
Charleston, SC, 29403
$332,760,21715889
A percentage of AUM, Hourly charges, Fixed fees
9

997 Morrison Drive, Suite 401,
Charleston, SC, 29403
$323,748,3024676
A percentage of AUM, Fixed fees
10

171 Church Street, Suite 150
Charleston, SC, 29401
$268,348,75729
A percentage of AUM
11

109 East Bay Street, #1e
Charleston, SC, 29401
$264,922,1791353
A percentage of AUM
12

211 King Street, Suite 204,
Charleston, SC, 29401
$226,493,00142
A percentage of AUM, Performance Based
13

8 N. Adgers Wharf,
Charleston, SC, 29401
$226,295,8284343
A percentage of AUM, Fixed fees
14

4 North Atlantic Wharf, Suite 200,
Charleston, SC, 29401-2168
$210,709,3065955
A percentage of AUM, Hourly charges, Fixed fees
15

460 King Street, Suite 200
Charleston, SC, 29403
$170,558,26840710
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
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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)
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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
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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)
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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
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
View Full Profile

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