{ "path": "/advisors/sc/charleston", "url": "https://advisorcensus.com/advisors/sc/charleston/page/2", "page_type": "metro", "title": "Financial advisors in Charleston, SC", "filters": {}, "scope_total": 95, "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 95 investment advisory firms with a principal office in the Charleston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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. Financial advisors in Charleston, SC: 95 firms from Form ADV filings as of October 2026.", "total_firms": 95, "page": 2, "total_pages": 2, "sort": "name", "registration_types": { "sec": 49, "state": 42, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 34 }, { "code": "percentage_of_aum", "count": 85 }, { "code": "hourly", "count": 33 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 43 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 15 }, { "code": "other", "count": 12 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 43 }, { "code": "5_to_9", "count": 22 }, { "code": "10_to_19", "count": 18 }, { "code": "20_plus", "count": 11 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 19 }, { "code": "25m_100m", "count": 21 }, { "code": "100m_500m", "count": 33 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 324430, "name": "Ivy Evergreen, LLC", "name_as_filed": "IVY EVERGREEN, LLC", "url": "https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430", "city": "Charleston", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283990, "name": "J. Benjamin Financial, LLC", "name_as_filed": "J. BENJAMIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990", "city": "Mount Pleasant", "state": "SC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132252, "name": "Jackson Financial Services, LLC", "name_as_filed": "JACKSON FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252", "city": "Mt. Pleasant", "state": "SC", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 129475, "name": "JP Wealth Management, Inc.", "name_as_filed": "JP WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475", "city": "Mt. Pleasant", "state": "SC", "years_registered": 22, "raum_band": "100m_500m", "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": 173159, "name": "Liberty Hall Capital Partners, L.P.", "name_as_filed": "LIBERTY HALL CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 329960, "name": "Matthew Laydon Capital Management", "name_as_filed": "MATTHEW LAYDON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/matthew-laydon-capital-management-charleston-sc-329960", "city": "Charleston", "state": "SC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328104, "name": "Missional Advisor Group", "name_as_filed": "MISSIONAL ADVISOR GROUP", "url": "https://advisorcensus.com/firm/missional-advisor-group-mount-pleasant-sc-328104", "city": "Mount Pleasant", "state": "SC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152300, "name": "MKB Consulting LLC", "name_as_filed": "MKB CONSULTING LLC", "url": "https://advisorcensus.com/firm/mkb-consulting-llc-north-charleston-sc-152300", "city": "North Charleston", "state": "SC", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 306631, "name": "Modern Capital Management, Co.", "name_as_filed": "MODERN CAPITAL MANAGEMENT, CO.", "url": "https://advisorcensus.com/firm/modern-capital-management-co-mt-pleasant-sc-306631", "city": "Mt Pleasant", "state": "SC", "years_registered": 6, "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": 328845, "name": "Nautilus Funding Solutions", "name_as_filed": "NAUTILUS FUNDING SOLUTIONS", "url": "https://advisorcensus.com/firm/nautilus-funding-solutions-daniel-island-sc-328845", "city": "Daniel Island", "state": "SC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327001, "name": "Nicholson Wealth Management Group", "name_as_filed": "NICHOLSON WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311052, "name": "Objectivity Squared Wealth Management", "name_as_filed": "OBJECTIVITY SQUARED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/objectivity-squared-wealth-management-charleston-sc-311052", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170307, "name": "Oceanside Advisors LLC", "name_as_filed": "OCEANSIDE ADVISORS LLC", "url": "https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307", "city": "Mount Pleasant", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 152286, "name": "Palmetto Advisory", "name_as_filed": "PALMETTO ADVISORY", "url": "https://advisorcensus.com/firm/palmetto-advisory-charleston-sc-152286", "city": "Charleston", "state": "SC", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "other" ], "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": 157476, "name": "Permcap Investment Office", "name_as_filed": "PERMCAP INVESTMENT OFFICE", "url": "https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476", "city": "Charleston", "state": "SC", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 106711, "name": "Polaris Investment Partners, Inc", "name_as_filed": "POLARIS INVESTMENT PARTNERS, INC", "url": "https://advisorcensus.com/firm/polaris-investment-partners-inc-mount-pleasant-sc-106711", "city": "Mount Pleasant", "state": "SC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341750, "name": "Preference Capital Partners LLC", "name_as_filed": "PREFERENCE CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/preference-capital-partners-llc-charleston-sc-341750", "city": "Charleston", "state": "SC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 171695, "name": "Premier Wealth Partners, LLC", "name_as_filed": "PREMIER WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/premier-wealth-partners-llc-summerville-sc-171695", "city": "Summerville", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 328284, "name": "Reconstructing Wealth", "name_as_filed": "RECONSTRUCTING WEALTH", "url": "https://advisorcensus.com/firm/reconstructing-wealth-daniel-island-sc-328284", "city": "Daniel Island", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 314582, "name": "S2F Capital Management", "name_as_filed": "S2F CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/s2f-capital-management-charleston-sc-314582", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159515, "name": "Saos Capital, LLC", "name_as_filed": "SAOS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/saos-capital-llc-mount-pleasant-sc-159515", "city": "Mount Pleasant", "state": "SC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334402, "name": "Scipio Financial LLC", "name_as_filed": "SCIPIO FINANCIAL LLC", "url": "https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402", "city": "Summerville", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290219, "name": "Sherman Financial & Wealth Management", "name_as_filed": "SHERMAN FINANCIAL & WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219", "city": "Daniel Island", "state": "SC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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": 301483, "name": "SQN Venture Partners, LLC", "name_as_filed": "SQN VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sqn-venture-partners-llc-charleston-sc-301483", "city": "Charleston", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "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": 281814, "name": "Tidehaven Wealth, LLC", "name_as_filed": "TIDEHAVEN WEALTH, LLC", "url": "https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814", "city": "Mount Pleasant", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323599, "name": "Time & Wealth Management, LLC", "name_as_filed": "TIME & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/time-and-wealth-management-llc-charleston-sc-323599", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 289046, "name": "Veritas Wealth Management LLC", "name_as_filed": "VERITAS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/veritas-wealth-management-llc-charleston-sc-289046", "city": "Charleston", "state": "SC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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 }, { "crd_number": 309922, "name": "Volofin Capital Management", "name_as_filed": "VOLOFIN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/volofin-capital-management-daniel-island-sc-309922", "city": "Daniel Island", "state": "SC", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 137449, "name": "Warren Capital Group", "name_as_filed": "WARREN CAPITAL GROUP", "url": "https://advisorcensus.com/firm/warren-capital-group-charleston-sc-137449", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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/fee-only", "label": "Fee-only financial advisors in Charleston, SC", "firm_count": 34 }, { "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 } ], "answer_pages": [ { "path": "/advisors/sc/charleston/for-high-net-worth-individuals", "firm_count": 61, "label": "Financial advisors for high-net-worth individuals in Charleston, SC" }, { "path": "/advisors/sc/charleston/for-retirement-plans", "firm_count": 26, "label": "Financial advisors for retirement plans in Charleston, SC" }, { "path": "/advisors/sc/charleston/for-businesses", "firm_count": 25, "label": "Financial advisors for businesses in Charleston, SC" }, { "path": "/advisors/sc/charleston/for-charities", "firm_count": 19, "label": "Financial advisors for charitable organizations in Charleston, SC" }, { "path": "/advisors/sc/charleston/no-account-minimum", "firm_count": 8, "label": "Financial advisors with no account minimum in Charleston, SC" } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/sc/charleston.csv", "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" } }