# Flat-fee financial advisors in Charleston, SC

> AdvisorCensus lists 43 investment advisory firms with a principal office in the Charleston metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/sc/charleston/flat-fee

## At a glance

- Investment advisory firms: 43
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 20
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 16 (37%); Percentage of assets 43 (100%); Hourly charges 27 (63%); Fixed fees 43 (100%); Commissions 1 (2%); Performance-based fees 3 (7%); Other 3 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (23%); $25 million to $100 million 10 (23%); $100 million to $500 million 16 (37%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 3 (7%); Over $5 billion 1 (2%)
- Years registered: Under 5 years 21 (49%); 5 to 9 years 8 (19%); 10 to 19 years 8 (19%); 20 years or more 5 (12%); Not reported 1 (2%)

## Firms (page 1 of 1, 1 to 43 of 43, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [360 Financial Partners, LLC](https://advisorcensus.com/firm/360-financial-partners-llc-mount-pleasant-sc-169280) ([md](https://advisorcensus.com/firm/360-financial-partners-llc-mount-pleasant-sc-169280.md)) | 169280 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Advisor.com](https://advisorcensus.com/firm/advisor-com-charleston-sc-318823) ([md](https://advisorcensus.com/firm/advisor-com-charleston-sc-318823.md)) | 318823 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Other |
| [Akin Investments, L.L.C.](https://advisorcensus.com/firm/akin-investments-l-l-c-charleston-sc-281450) ([md](https://advisorcensus.com/firm/akin-investments-l-l-c-charleston-sc-281450.md)) | 281450 | Charleston, SC | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Apollon Financial, LLC](https://advisorcensus.com/firm/apollon-financial-llc-mount-pleasant-sc-321217) ([md](https://advisorcensus.com/firm/apollon-financial-llc-mount-pleasant-sc-321217.md)) | 321217 | Mount Pleasant, SC | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Apollon Wealth Management, LLC](https://advisorcensus.com/firm/apollon-wealth-management-llc-mount-pleasant-sc-291902) ([md](https://advisorcensus.com/firm/apollon-wealth-management-llc-mount-pleasant-sc-291902.md)) | 291902 | Mount Pleasant, SC | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Ascension Wealth Advisors, LLC](https://advisorcensus.com/firm/ascension-wealth-advisors-llc-mt-pleasant-sc-153802) ([md](https://advisorcensus.com/firm/ascension-wealth-advisors-llc-mt-pleasant-sc-153802.md)) | 153802 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Atvantis Wealth Management, LLC](https://advisorcensus.com/firm/atvantis-wealth-management-llc-charleston-sc-339074) ([md](https://advisorcensus.com/firm/atvantis-wealth-management-llc-charleston-sc-339074.md)) | 339074 | Charleston, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Bowen Wealth](https://advisorcensus.com/firm/bowen-wealth-mount-pleasant-sc-315212) ([md](https://advisorcensus.com/firm/bowen-wealth-mount-pleasant-sc-315212.md)) | 315212 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [C2G Capital Management LLC](https://advisorcensus.com/firm/c2g-capital-management-llc-summerville-sc-137014) ([md](https://advisorcensus.com/firm/c2g-capital-management-llc-summerville-sc-137014.md)) | 137014 | Summerville, SC | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Calidris Financial, LLC](https://advisorcensus.com/firm/calidris-financial-llc-charleston-sc-334935) ([md](https://advisorcensus.com/firm/calidris-financial-llc-charleston-sc-334935.md)) | 334935 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Capasso Planning Partners LLC](https://advisorcensus.com/firm/capasso-planning-partners-llc-charleston-sc-294673) ([md](https://advisorcensus.com/firm/capasso-planning-partners-llc-charleston-sc-294673.md)) | 294673 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Charleston Financial Advisors, LLC](https://advisorcensus.com/firm/charleston-financial-advisors-llc-charleston-sc-137536) ([md](https://advisorcensus.com/firm/charleston-financial-advisors-llc-charleston-sc-137536.md)) | 137536 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Charleston Wealth Advisors](https://advisorcensus.com/firm/charleston-wealth-advisors-mount-pleasant-sc-319565) ([md](https://advisorcensus.com/firm/charleston-wealth-advisors-mount-pleasant-sc-319565.md)) | 319565 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Coastal Wealth Advisors, LLC](https://advisorcensus.com/firm/coastal-wealth-advisors-llc-johns-island-sc-174574) ([md](https://advisorcensus.com/firm/coastal-wealth-advisors-llc-johns-island-sc-174574.md)) | 174574 | Johns Island, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Curran Financial Partners, LLC](https://advisorcensus.com/firm/curran-financial-partners-llc-daniel-island-sc-281943) ([md](https://advisorcensus.com/firm/curran-financial-partners-llc-daniel-island-sc-281943.md)) | 281943 | Daniel Island, SC | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Firm Foundation Wealth Advisors](https://advisorcensus.com/firm/firm-foundation-wealth-advisors-charleston-sc-342198) ([md](https://advisorcensus.com/firm/firm-foundation-wealth-advisors-charleston-sc-342198.md)) | 342198 | Charleston, SC | State-registered investment adviser | Under $25 million | Not reported | % of assets, Fixed fee |
| [Flip Flops and Pearls Financial Planning](https://advisorcensus.com/firm/flip-flops-and-pearls-financial-planning-mount-pleasant-sc-307738) ([md](https://advisorcensus.com/firm/flip-flops-and-pearls-financial-planning-mount-pleasant-sc-307738.md)) | 307738 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Flowrate Financial, LLC](https://advisorcensus.com/firm/flowrate-financial-llc-mount-pleasant-sc-328235) ([md](https://advisorcensus.com/firm/flowrate-financial-llc-mount-pleasant-sc-328235.md)) | 328235 | Mount Pleasant, SC | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Generouswealth, LLC](https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263) ([md](https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263.md)) | 308263 | Summerville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [GWA Wealth](https://advisorcensus.com/firm/gwa-wealth-mt-pleasant-sc-339478) ([md](https://advisorcensus.com/firm/gwa-wealth-mt-pleasant-sc-339478.md)) | 339478 | Mt Pleasant, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Harbour Wealth Management Group, Inc.](https://advisorcensus.com/firm/harbour-wealth-management-group-inc-daniel-island-sc-314496) ([md](https://advisorcensus.com/firm/harbour-wealth-management-group-inc-daniel-island-sc-314496.md)) | 314496 | Daniel Island, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Headland Capital](https://advisorcensus.com/firm/headland-capital-mt-pleasant-sc-332277) ([md](https://advisorcensus.com/firm/headland-capital-mt-pleasant-sc-332277.md)) | 332277 | Mt. Pleasant, SC | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Imprint Wealth LLC](https://advisorcensus.com/firm/imprint-wealth-llc-mount-pleasant-sc-322130) ([md](https://advisorcensus.com/firm/imprint-wealth-llc-mount-pleasant-sc-322130.md)) | 322130 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Integritas Wealth Strategies, LLC](https://advisorcensus.com/firm/integritas-wealth-strategies-llc-charleston-sc-332359) ([md](https://advisorcensus.com/firm/integritas-wealth-strategies-llc-charleston-sc-332359.md)) | 332359 | Charleston, SC | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [J. Benjamin Financial, LLC](https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990) ([md](https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990.md)) | 283990 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Jackson Financial Services, LLC](https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252) ([md](https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252.md)) | 132252 | Mt. Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee, Other |
| [JP Wealth Management, Inc.](https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475) ([md](https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475.md)) | 129475 | Mt. Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Kinwell LLC](https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449) ([md](https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449.md)) | 290449 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Liberty Hall Capital Partners, L.P.](https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159) ([md](https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159.md)) | 173159 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Morris Financial Concepts, Inc.](https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862) ([md](https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862.md)) | 114862 | Mount Pleasant, SC | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Nicholson Wealth Management Group](https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001) ([md](https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001.md)) | 327001 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Oceanside Advisors LLC](https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307) ([md](https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307.md)) | 170307 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Commissions |
| [Palmetto Coast Advisors, Inc.](https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012) ([md](https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012.md)) | 270012 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Permcap Investment Office](https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476) ([md](https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476.md)) | 157476 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee, Performance fee |
| [Red Triangle, LLC](https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700) ([md](https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700.md)) | 147700 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Runey & Associates Wealth Management](https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271) ([md](https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271.md)) | 171271 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Scipio Financial LLC](https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402) ([md](https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402.md)) | 334402 | Summerville, SC | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Sherman Financial & Wealth Management](https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219) ([md](https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219.md)) | 290219 | Daniel Island, SC | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Other |
| [Southern Capital Management Corporation](https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508) ([md](https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508.md)) | 118508 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Fixed fee |
| [Tidehaven Wealth, LLC](https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814) ([md](https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814.md)) | 281814 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Time & Wealth Management, LLC](https://advisorcensus.com/firm/time-and-wealth-management-llc-charleston-sc-323599) ([md](https://advisorcensus.com/firm/time-and-wealth-management-llc-charleston-sc-323599.md)) | 323599 | Charleston, SC | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Twenty Fifty Capital](https://advisorcensus.com/firm/twenty-fifty-capital-mt-pleasant-sc-281087) ([md](https://advisorcensus.com/firm/twenty-fifty-capital-mt-pleasant-sc-281087.md)) | 281087 | Mt Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Warren Capital Group](https://advisorcensus.com/firm/warren-capital-group-charleston-sc-137449) ([md](https://advisorcensus.com/firm/warren-capital-group-charleston-sc-137449.md)) | 137449 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Charleston, SC?**
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.

**How many fee-only financial advisors are in Charleston, SC?**
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.

**How many financial advisors in Charleston, SC offer financial planning?**
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.

**Are the financial advisors in Charleston, SC fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in South Carolina](https://advisorcensus.com/advisors/sc) (https://advisorcensus.com/advisors/sc.md)
- [Financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston) (https://advisorcensus.com/advisors/sc/charleston.md)
- [Flat-fee financial advisors in South Carolina](https://advisorcensus.com/advisors/sc/flat-fee) (https://advisorcensus.com/advisors/sc/flat-fee.md)
- [Fee-only financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/fee-only) (https://advisorcensus.com/advisors/sc/charleston/fee-only.md)
- [Hourly financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/hourly) (https://advisorcensus.com/advisors/sc/charleston/hourly.md)
- [Financial advisors in Mount Pleasant, SC](https://advisorcensus.com/advisors/sc/charleston/mount-pleasant) (https://advisorcensus.com/advisors/sc/charleston/mount-pleasant.md)
- [Financial advisors in Mt. Pleasant, SC](https://advisorcensus.com/advisors/sc/charleston/mt-pleasant) (https://advisorcensus.com/advisors/sc/charleston/mt-pleasant.md)
- [Financial advisors in Daniel Island, SC](https://advisorcensus.com/advisors/sc/charleston/daniel-island) (https://advisorcensus.com/advisors/sc/charleston/daniel-island.md)
- [Financial advisors in Greenville](https://advisorcensus.com/advisors/sc/greenville) (https://advisorcensus.com/advisors/sc/greenville.md)
- [Financial advisors in Columbia](https://advisorcensus.com/advisors/sc/columbia) (https://advisorcensus.com/advisors/sc/columbia.md)
- [Financial advisors in Hilton Head Island](https://advisorcensus.com/advisors/sc/hilton-head-island) (https://advisorcensus.com/advisors/sc/hilton-head-island.md)
- [Financial advisors in Myrtle Beach](https://advisorcensus.com/advisors/sc/myrtle-beach) (https://advisorcensus.com/advisors/sc/myrtle-beach.md)
- [Financial advisors in Florence](https://advisorcensus.com/advisors/sc/florence) (https://advisorcensus.com/advisors/sc/florence.md)
- [Financial advisors in Spartanburg](https://advisorcensus.com/advisors/sc/spartanburg) (https://advisorcensus.com/advisors/sc/spartanburg.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Charleston, SC: 43 firms from Form ADV filings as of October 2026.