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Find Retirement Advisors for Retirement Planning in South Carolina, Columbia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 11 Retirement Planning firms in Columbia, South Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	520 Gervais St, Columbia, SC, 29201	$3,417,068,970	420	20	A percentage of AUM, Hourly charges, Fixed fees
2	2500 Devine Street, Columbia, SC, 29205-2400	$1,681,630,457	2566	27	A percentage of AUM, Hourly charges, Fixed fees
3	3205 Devine Street, Columbia, SC, 29205	$1,171,606,070	1922	17	A percentage of AUM, Fixed fees
4	1201 Main Street Suite 1910, Columbia, SC, 29201	$1,093,282,659	906	11	A percentage of AUM, Fixed fees
5	1727 Laurel Street, Columbia, SC, 29201	$390,110,252	952	8	A percentage of AUM, Hourly charges, Fixed fees
6	914 Richland St, Suite C-200 Columbia, SC, 29201	$261,874,476	5	2	A percentage of AUM
7	5301 N. Trenholm Road, Suite A Columbia, SC, 29206	$246,898,164	1751	9	A percentage of AUM, Hourly charges, Fixed fees
8	3830 Forest Drive, Columbia, SC, 29204	$172,288,500	272	2	A percentage of AUM, Hourly charges, Fixed fees
9	142 Atrium Way, Columbia, SC, 29223-6301	$152,212,270	64	4	A percentage of AUM
10	1201 Lincoln Street, Suite 301 Columbia, SC, 29201	$121,537,311	251	2	A percentage of AUM, Fixed fees
11	10 Calendar Court, Suite 200 Columbia, SC, 29206	$106,799,347	253	3	A percentage of AUM

Information on Top Retirement Planning firms in Columbia, South Carolina

SOUTHSTATE ADVISORY, INC.

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QualificationsFirm CRD# 153113

Assets Under Management $3,417,068,970

No. Of Clients420

Clients Per Financial Advisor21

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

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ABACUS PLANNING GROUP, INC.

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QualificationsFirm CRD# 107994

Assets Under Management $1,681,630,457

No. Of Clients2566

Clients Per Financial Advisor95

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 2566 clients. The team consists of 27 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 pooled investment vehicles

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ANCHOR INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 135296

Assets Under Management $1,171,606,070

No. Of Clients1922

Clients Per Financial Advisor113

ANCHOR INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1922 clients. The team consists of 17 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
Other (RETIREMENT PLAN CONSULTING)

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CCM INVESTMENT ADVISERS, LLC

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QualificationsFirm CRD# 105743

Assets Under Management $1,093,282,659

No. Of Clients906

Clients Per Financial Advisor82

CCM INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 906 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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HOBBS GROUP ADVISORS LLC

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QualificationsFirm CRD# 157274

Assets Under Management $390,110,252

No. Of Clients952

Clients Per Financial Advisor119

HOBBS GROUP ADVISORS LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 clients. The team consists of 8 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
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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YON DRAKE & ASSOCIATES INC

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QualificationsFirm CRD# 111491

Assets Under Management $261,874,476

No. Of Clients5

Clients Per Financial Advisor3

YON DRAKE & ASSOCIATES INC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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

Financial Planning Services

Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT POLICIES, MANAGER SEARCHES, PERFORMANCE MEASUREMENT)

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DAVINCI FINANCIAL DESIGNS

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QualificationsFirm CRD# 163362

Assets Under Management $246,898,164

No. Of Clients1751

Clients Per Financial Advisor195

DAVINCI FINANCIAL DESIGNS is a financial advisory firm situated in Columbia, South Carolina. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1751 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
Publication of periodicals and newsletters

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BEERS KIGHT FINANCIAL ADVISORS, LLC

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QualificationsFirm CRD# 160286

Assets Under Management $172,288,500

No. Of Clients272

Clients Per Financial Advisor136

BEERS KIGHT FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 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
Hourly charges
Fixed fees

Financial Planning Services

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

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WILLIAM B. WALKUP & ASSOCIATES, INC.

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QualificationsFirm CRD# 135533

Assets Under Management $152,212,270

No. Of Clients64

Clients Per Financial Advisor16

WILLIAM B. WALKUP & ASSOCIATES, INC. is a financial advisory firm situated in Columbia, South Carolina. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 4 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
Portfolio management for pooled investment vehicles

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ALLISON INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 124645

Assets Under Management $121,537,311

No. Of Clients251

Clients Per Financial Advisor126

ALLISON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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HMS FINANCIAL SERVICES, LLC

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QualificationsFirm CRD# 131569

Assets Under Management $106,799,347

No. Of Clients253

Clients Per Financial Advisor84

HMS FINANCIAL SERVICES, LLC is a financial advisory firm situated in Columbia, South Carolina. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 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
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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