CHARLESTON FINANCIAL ADVISORS, LLC

4 North Atlantic Wharf, Suite 200
Charleston, South Carolina 29401-2168
Tel: 843-722-3331

About CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON FINANCIAL ADVISORS, LLC, formally registered with the SEC as CHARLESTON FINANCIAL ADVISORS, LLC. The firm was established in 01/04/2016. They have over 1 offices throughout the country.

CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $210,709,306 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137536
SEC#	801-107090
Assets Managed by Firm	$210,709,306
No. of Clients	595
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	595	$210,709,306
Individuals (other than high net worth individuals)	112	$37,307,236
High net worth individuals	77	$167,238,412
Pension and profit sharing plans	4	$5,588,699
Charitable organizations	1	$142,368
Corporations or other businesses	1	$432,591

More Retirement Planning firms in Charleston, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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