{ "path": "/advisors/sc/charleston/fee-only", "url": "https://advisorcensus.com/advisors/sc/charleston/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Charleston, SC", "filters": {}, "scope_total": 34, "faq": [ { "q": "How many financial advisory firms are there in Charleston, SC?", "a": "AdvisorCensus lists 95 investment advisory firms with a principal office in the Charleston metro area, from Form ADV filings as of October 2026: 49 SEC-registered, 42 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Charleston, SC?", "a": "34 of the 95 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Charleston, SC offer financial planning?", "a": "58 of the 91 firms in Charleston, SC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Charleston, SC fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 34 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 34 investment advisory firms with a principal office in the Charleston metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Charleston has 95 investment advisory firms with a principal office in the metro area as of October 2026: 49 SEC-registered, 42 state-registered, and 4 exempt reporting advisers. 34 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 40 report under $100 million in regulatory assets under management. The metro area has 335,865 households, 44,986 of them with income of $200,000 or more, or 474 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Charleston, SC: 34 firms from Form ADV filings as of October 2026.", "total_firms": 34, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 20, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 34 }, { "code": "percentage_of_aum", "count": 34 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 16 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 14 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 10 }, { "code": "500m_1b", "count": 1 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 281450, "name": "Akin Investments, L.L.C.", "name_as_filed": "AKIN INVESTMENTS, L.L.C.", "url": "https://advisorcensus.com/firm/akin-investments-l-l-c-charleston-sc-281450", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152475, "name": "Barony Financial Group", "name_as_filed": "BARONY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/barony-financial-group-moncks-corner-sc-152475", "city": "Moncks Corner", "state": "SC", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125607, "name": "Blue Granite Capital, LLC", "name_as_filed": "BLUE GRANITE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-granite-capital-llc-charleston-sc-125607", "city": "Charleston", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 295209, "name": "Brickell Key Asset Management LLC", "name_as_filed": "BRICKELL KEY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brickell-key-asset-management-llc-charleston-sc-295209", "city": "Charleston", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334935, "name": "Calidris Financial, LLC", "name_as_filed": "CALIDRIS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/calidris-financial-llc-charleston-sc-334935", "city": "Charleston", "state": "SC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294673, "name": "Capasso Planning Partners LLC", "name_as_filed": "CAPASSO PLANNING PARTNERS LLC", "url": "https://advisorcensus.com/firm/capasso-planning-partners-llc-charleston-sc-294673", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311180, "name": "Carroll Investors, Inc.", "name_as_filed": "CARROLL INVESTORS, INC.", "url": "https://advisorcensus.com/firm/carroll-investors-inc-mt-pleasant-sc-311180", "city": "Mt Pleasant", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137536, "name": "Charleston Financial Advisors, LLC", "name_as_filed": "CHARLESTON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/charleston-financial-advisors-llc-charleston-sc-137536", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319565, "name": "Charleston Wealth Advisors", "name_as_filed": "CHARLESTON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/charleston-wealth-advisors-mount-pleasant-sc-319565", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318753, "name": "Collins Advisors", "name_as_filed": "COLLINS ADVISORS", "url": "https://advisorcensus.com/firm/collins-advisors-sullivans-island-sc-318753", "city": "Sullivans Island", "state": "SC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290052, "name": "Convergent Financial Group", "name_as_filed": "CONVERGENT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/convergent-financial-group-mount-pleasant-sc-290052", "city": "Mount Pleasant", "state": "SC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331593, "name": "Daniel Island Wealth Management, LLC", "name_as_filed": "DANIEL ISLAND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daniel-island-wealth-management-llc-daniel-island-sc-331593", "city": "Daniel Island", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312749, "name": "Denbigh Capital Management, LLC", "name_as_filed": "DENBIGH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/denbigh-capital-management-llc-charleston-sc-312749", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307738, "name": "Flip Flops and Pearls Financial Planning", "name_as_filed": "FLIP FLOPS AND PEARLS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/flip-flops-and-pearls-financial-planning-mount-pleasant-sc-307738", "city": "Mount Pleasant", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328235, "name": "Flowrate Financial, LLC", "name_as_filed": "FLOWRATE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/flowrate-financial-llc-mount-pleasant-sc-328235", "city": "Mount Pleasant", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140795, "name": "Gunderson Capital Management", "name_as_filed": "GUNDERSON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gunderson-capital-management-mount-pleasant-sc-140795", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339478, "name": "GWA Wealth", "name_as_filed": "GWA WEALTH", "url": "https://advisorcensus.com/firm/gwa-wealth-mt-pleasant-sc-339478", "city": "Mt Pleasant", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332359, "name": "Integritas Wealth Strategies, LLC", "name_as_filed": "INTEGRITAS WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/integritas-wealth-strategies-llc-charleston-sc-332359", "city": "Charleston", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131466, "name": "Kaizen Wealth Management, LLC", "name_as_filed": "KAIZEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kaizen-wealth-management-llc-charleston-sc-131466", "city": "Charleston", "state": "SC", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172110, "name": "KD Capital Management, LLC", "name_as_filed": "KD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kd-capital-management-llc-charleston-sc-172110", "city": "Charleston", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290449, "name": "Kinwell LLC", "name_as_filed": "KINWELL LLC", "url": "https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135255, "name": "Loveland & Bastian Financial Services Group, LLC", "name_as_filed": "LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC", "url": "https://advisorcensus.com/firm/loveland-and-bastian-financial-services-group-llc-mt-pleasant-sc-135255", "city": "Mt. Pleasant", "state": "SC", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114862, "name": "Morris Financial Concepts, Inc.", "name_as_filed": "MORRIS FINANCIAL CONCEPTS, INC.", "url": "https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862", "city": "Mount Pleasant", "state": "SC", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 270012, "name": "Palmetto Coast Advisors, Inc.", "name_as_filed": "PALMETTO COAST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012", "city": "Mt. Pleasant", "state": "SC", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154232, "name": "Performa Limited (US), LLC", "name_as_filed": "PERFORMA LIMITED (US), LLC", "url": "https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232", "city": "Charleston", "state": "SC", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331765, "name": "Prospera Funds, Inc.", "name_as_filed": "PROSPERA FUNDS, INC.", "url": "https://advisorcensus.com/firm/prospera-funds-inc-isle-of-palms-sc-331765", "city": "Isle of Palms", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147700, "name": "Red Triangle, LLC", "name_as_filed": "RED TRIANGLE, LLC", "url": "https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700", "city": "Mt. Pleasant", "state": "SC", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171271, "name": "Runey & Associates Wealth Management", "name_as_filed": "RUNEY & ASSOCIATES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271", "city": "Mount Pleasant", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118508, "name": "Southern Capital Management Corporation", "name_as_filed": "SOUTHERN CAPITAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508", "city": "Charleston", "state": "SC", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109392, "name": "Tandem Investment Advisors Inc", "name_as_filed": "TANDEM INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392", "city": "Charleston", "state": "SC", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331293, "name": "Telos Capital Partners", "name_as_filed": "TELOS CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/telos-capital-partners-mount-pleasant-sc-331293", "city": "Mount Pleasant", "state": "SC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105931, "name": "The Cavanaugh Group Inc", "name_as_filed": "THE CAVANAUGH GROUP INC", "url": "https://advisorcensus.com/firm/the-cavanaugh-group-inc-kiawah-island-sc-105931", "city": "Kiawah Island", "state": "SC", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281087, "name": "Twenty Fifty Capital", "name_as_filed": "TWENTY FIFTY CAPITAL", "url": "https://advisorcensus.com/firm/twenty-fifty-capital-mt-pleasant-sc-281087", "city": "Mt Pleasant", "state": "SC", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107665, "name": "Victoria Capital Management, Inc.", "name_as_filed": "VICTORIA CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/victoria-capital-management-inc-charleston-sc-107665", "city": "Charleston", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/sc", "label": "Financial advisors in South Carolina" }, "metro": { "path": "/advisors/sc/charleston", "label": "Financial advisors in Charleston, SC" }, "city_pages": [ { "path": "/advisors/sc/charleston/mount-pleasant", "label": "Financial advisors in Mount Pleasant, SC", "firm_count": 19 }, { "path": "/advisors/sc/charleston/mt-pleasant", "label": "Financial advisors in Mt. Pleasant, SC", "firm_count": 14 }, { "path": "/advisors/sc/charleston/daniel-island", "label": "Financial advisors in Daniel Island, SC", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/sc/charleston/flat-fee", "label": "Flat-fee financial advisors in Charleston, SC", "firm_count": 43 }, { "path": "/advisors/sc/charleston/hourly", "label": "Hourly financial advisors in Charleston, SC", "firm_count": 33 } ], "niche_pages": [], "state_fee": { "path": "/advisors/sc/fee-only", "label": "Fee-only financial advisors in South Carolina" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }