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Find Retirement Advisors for Retirement Planning in Mount Pleasant, South Carolina

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.

Finding the Best Retirement Planners in Mount Pleasant, South Carolina

Last Updated - May 15, 2025

Mount Pleasant has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Mount Pleasant, South Carolina have an average of 11 years of experience.

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List of Qualified Retirement Planning Advisors in Mount Pleasant, South Carolina

VERIFIED

Brian Cummings
CFP^®, EA, ChFC^®
Cummings Wealth Management Group

Qualifications
CRD# 5889885
Firm CRD# 8032
Series 65

Minimum Assets Required
$0

Address

1275 Ben Sawyer Blvd,
Mount Pleasant, SC 29464 See Details

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

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Top 8 Retirement Planning firms in Mount Pleasant, South Carolina (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167	A percentage of AUM, Hourly charges, Fixed fees
2	75 Port City Landing, Suite 110 Mount Pleasant, SC, 29464	$709,092,880	2142	27	A percentage of AUM, Fixed fees
3	111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$482,318,690	927	10	A percentage of AUM, Hourly charges, Fixed fees
4	409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318	$408,329,099	910	10	A percentage of AUM, Hourly charges, Fixed fees
5	2072 Willbrook Lane, Mount Pleasant, SC, 29466	$315,262,474	619	6	A percentage of AUM
6	410 Mill St, Suite 107 Mount Pleasant, SC, 29464	$207,724,783	1394	4	A percentage of AUM
7	235 Magrath Darby Blvd., Suite 150 Mount Pleasant, SC, 29464	$159,600,000	703	5	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
8	1081 Johnnie Dodds Blvd., Ste 100 Mount Pleasant, SC, 29464	$159,178,997	517	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Mount Pleasant, South Carolina

APOLLON WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 291902

Assets Under Management $5,519,652,128

No. Of Clients15301

Clients Per Financial Advisor92

APOLLON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15301 clients. The team consists of 167 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
Pesnsion consulting services
Selection for other advisors

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IMPRINT WEALTH LLC

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QualificationsFirm CRD# 322130

Assets Under Management $709,092,880

No. Of Clients2142

Clients Per Financial Advisor79

IMPRINT WEALTH LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $709M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2142 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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APOLLON FINANCIAL, LLC

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QualificationsFirm CRD# 321217

Assets Under Management $482,318,690

No. Of Clients927

Clients Per Financial Advisor93

APOLLON FINANCIAL, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 927 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
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

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MORRIS FINANCIAL CONCEPTS, INC.

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QualificationsFirm CRD# 114862

Assets Under Management $408,329,099

No. Of Clients910

Clients Per Financial Advisor91

MORRIS FINANCIAL CONCEPTS, INC. is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $408M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 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
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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GUNDERSON CAPITAL MANAGEMENT

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QualificationsFirm CRD# 140795

Assets Under Management $315,262,474

No. Of Clients619

Clients Per Financial Advisor103

GUNDERSON CAPITAL MANAGEMENT is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 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
Education seminars/workshops

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SAOS CAPITAL, LLC

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QualificationsFirm CRD# 159515

Assets Under Management $207,724,783

No. Of Clients1394

Clients Per Financial Advisor349

SAOS CAPITAL, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1394 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 businesses or institutional clients
Pesnsion consulting services

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OCEANSIDE ADVISORS LLC

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QualificationsFirm CRD# 170307

Assets Under Management $159,600,000

No. Of Clients703

Clients Per Financial Advisor141

OCEANSIDE ADVISORS LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 703 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
Commission Based

Financial Planning Services

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

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360 FINANCIAL PARTNERS, LLC

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QualificationsFirm CRD# 169280

Assets Under Management $159,178,997

No. Of Clients517

Clients Per Financial Advisor172

360 FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Mount Pleasant, South Carolina. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 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
Selection for other advisors
Education seminars/workshops
Other (CONSULTING SERVICES)

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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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