# Flat-fee financial advisors in South Carolina

> AdvisorCensus lists 155 investment advisory firms with a principal office in South Carolina 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/flat-fee

## At a glance

- Investment advisory firms: 155
- Registration: SEC-registered investment adviser: 63, State-registered investment adviser: 92
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 65 (42%); Percentage of assets 148 (95%); Hourly charges 93 (60%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 155 (100%); Commissions 4 (3%); Performance-based fees 7 (5%); Other 13 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 57 (37%); $25 million to $100 million 28 (18%); $100 million to $500 million 39 (25%); $500 million to $1 billion 9 (6%); $1 billion to $5 billion 11 (7%); Over $5 billion 3 (2%); Not reported 8 (5%)
- Years registered: Under 5 years 66 (43%); 5 to 9 years 29 (19%); 10 to 19 years 40 (26%); 20 years or more 19 (12%); Not reported 1 (1%)

## Firms (page 1 of 4, 1 to 50 of 155, 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 |
| [A. J. Brooker Financial Associates](https://advisorcensus.com/firm/a-j-brooker-financial-associates-columbia-sc-157211) ([md](https://advisorcensus.com/firm/a-j-brooker-financial-associates-columbia-sc-157211.md)) | 157211 | Columbia, SC | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [Abacus Planning Group, Inc.](https://advisorcensus.com/firm/abacus-planning-group-inc-columbia-sc-107994) ([md](https://advisorcensus.com/firm/abacus-planning-group-inc-columbia-sc-107994.md)) | 107994 | Columbia, SC | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly, Fixed fee |
| [Active Lifestyle Financial Planning](https://advisorcensus.com/firm/active-lifestyle-financial-planning-162531) ([md](https://advisorcensus.com/firm/active-lifestyle-financial-planning-162531.md)) | 162531 | Not reported, Not reported | State-registered investment adviser | Not reported | 14 | Fixed fee |
| [Advanced Planning, Inc.](https://advisorcensus.com/firm/advanced-planning-inc-greenville-sc-158753) ([md](https://advisorcensus.com/firm/advanced-planning-inc-greenville-sc-158753.md)) | 158753 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Commissions |
| [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 |
| [Allison Investment Management, LLC](https://advisorcensus.com/firm/allison-investment-management-llc-columbia-sc-124645) ([md](https://advisorcensus.com/firm/allison-investment-management-llc-columbia-sc-124645.md)) | 124645 | Columbia, SC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Anchor Investment Management](https://advisorcensus.com/firm/anchor-investment-management-columbia-sc-135296) ([md](https://advisorcensus.com/firm/anchor-investment-management-columbia-sc-135296.md)) | 135296 | Columbia, SC | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Fixed fee |
| [Angelroyce Wealth Advisors, LLC](https://advisorcensus.com/firm/angelroyce-wealth-advisors-llc-greenville-sc-159889) ([md](https://advisorcensus.com/firm/angelroyce-wealth-advisors-llc-greenville-sc-159889.md)) | 159889 | Greenville, SC | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee, Other |
| [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 |
| [Atlantic Capital Investments, LLC](https://advisorcensus.com/firm/atlantic-capital-investments-llc-141442) ([md](https://advisorcensus.com/firm/atlantic-capital-investments-llc-141442.md)) | 141442 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % 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 |
| [Barbco Financial](https://advisorcensus.com/firm/barbco-financial-columbia-sc-332386) ([md](https://advisorcensus.com/firm/barbco-financial-columbia-sc-332386.md)) | 332386 | Columbia, SC | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [BCA Private Wealth, Inc.](https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913) ([md](https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913.md)) | 140913 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Beers Kight Financial Advisors, LLC](https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286) ([md](https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286.md)) | 160286 | Columbia, SC | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Better Things Financial Partners LLC](https://advisorcensus.com/firm/better-things-financial-partners-llc-172601) ([md](https://advisorcensus.com/firm/better-things-financial-partners-llc-172601.md)) | 172601 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Black DOG Financial Planning LLC](https://advisorcensus.com/firm/black-dog-financial-planning-llc-307369) ([md](https://advisorcensus.com/firm/black-dog-financial-planning-llc-307369.md)) | 307369 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Blackhawk Financial Advisors](https://advisorcensus.com/firm/blackhawk-financial-advisors-columbia-sc-324019) ([md](https://advisorcensus.com/firm/blackhawk-financial-advisors-columbia-sc-324019.md)) | 324019 | Columbia, SC | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [BNA Wealth](https://advisorcensus.com/firm/bna-wealth-rock-hill-sc-39326) ([md](https://advisorcensus.com/firm/bna-wealth-rock-hill-sc-39326.md)) | 39326 | Rock Hill, SC | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Fixed 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 |
| [Brightworks Financial Planning LLC](https://advisorcensus.com/firm/brightworks-financial-planning-llc-lexington-sc-170394) ([md](https://advisorcensus.com/firm/brightworks-financial-planning-llc-lexington-sc-170394.md)) | 170394 | Lexington, SC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Brockelsby Investment Services](https://advisorcensus.com/firm/brockelsby-investment-services-171595) ([md](https://advisorcensus.com/firm/brockelsby-investment-services-171595.md)) | 171595 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Burkett Financial Services, LLC](https://advisorcensus.com/firm/burkett-financial-services-llc-rock-hill-sc-140168) ([md](https://advisorcensus.com/firm/burkett-financial-services-llc-rock-hill-sc-140168.md)) | 140168 | Rock Hill, SC | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, 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 |
| [Capital Wealth Group LLC](https://advisorcensus.com/firm/capital-wealth-group-llc-columbia-sc-324003) ([md](https://advisorcensus.com/firm/capital-wealth-group-llc-columbia-sc-324003.md)) | 324003 | Columbia, SC | State-registered investment adviser | Under $25 million | 3 | % 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 |
| [Clocktower Private Wealth](https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115) ([md](https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115.md)) | 343115 | Simpsonville, SC | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Coast Wealth Management Group, LLC](https://advisorcensus.com/firm/coast-wealth-management-group-llc-myrtle-beach-sc-335056) ([md](https://advisorcensus.com/firm/coast-wealth-management-group-llc-myrtle-beach-sc-335056.md)) | 335056 | Myrtle Beach, SC | State-registered investment adviser | Under $25 million | 1 | % 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 |
| [Colonial Trust Advisors, Inc.](https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257) ([md](https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257.md)) | 110257 | Spartanburg, SC | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Fixed fee |
| [Continuum Capital Advisory, LLC](https://advisorcensus.com/firm/continuum-capital-advisory-llc-rock-hill-sc-153080) ([md](https://advisorcensus.com/firm/continuum-capital-advisory-llc-rock-hill-sc-153080.md)) | 153080 | Rock Hill, SC | State-registered investment adviser | Not reported | 16 | % of assets, Hourly, Fixed fee |
| [Continuum Wealth Management, LLC](https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844) ([md](https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844.md)) | 148844 | Greenville, SC | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Copperleaf Capital, LLC](https://advisorcensus.com/firm/copperleaf-capital-llc-clover-sc-117823) ([md](https://advisorcensus.com/firm/copperleaf-capital-llc-clover-sc-117823.md)) | 117823 | Clover, SC | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Core Advisory Group](https://advisorcensus.com/firm/core-advisory-group-rock-hill-sc-306661) ([md](https://advisorcensus.com/firm/core-advisory-group-rock-hill-sc-306661.md)) | 306661 | Rock Hill, SC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, 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 |
| [Davinci Financial Designs](https://advisorcensus.com/firm/davinci-financial-designs-columbia-sc-163362) ([md](https://advisorcensus.com/firm/davinci-financial-designs-columbia-sc-163362.md)) | 163362 | Columbia, SC | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [DBA Big Money Retirement and Big Retirement](https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698) ([md](https://advisorcensus.com/firm/dba-big-money-retirement-and-big-retirement-greenville-sc-318698.md)) | 318698 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Deltax Capital LLC](https://advisorcensus.com/firm/deltax-capital-llc-343139) ([md](https://advisorcensus.com/firm/deltax-capital-llc-343139.md)) | 343139 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Discipline Wealth Solutions, Inc.](https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846) ([md](https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846.md)) | 315846 | Greenville, SC | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Emerald Wealth](https://advisorcensus.com/firm/emerald-wealth-342980) ([md](https://advisorcensus.com/firm/emerald-wealth-342980.md)) | 342980 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Family Legacy, Inc.](https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945) ([md](https://advisorcensus.com/firm/family-legacy-inc-greenville-sc-110945.md)) | 110945 | Greenville, SC | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets, Fixed fee |
| [FEE-Only Financial Planning, L.C.](https://advisorcensus.com/firm/fee-only-financial-planning-l-c-okatie-sc-108365) ([md](https://advisorcensus.com/firm/fee-only-financial-planning-l-c-okatie-sc-108365.md)) | 108365 | Okatie, SC | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee, Other |
| [Fiduciary Organization, LLC](https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661) ([md](https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661.md)) | 325661 | Greenville, SC | State-registered investment adviser | Under $25 million | 3 | % 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 |

- Next page: https://advisorcensus.com/advisors/sc/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in South Carolina?**
AdvisorCensus lists 302 investment advisory firms with a principal office in South Carolina, from Form ADV filings as of October 2026: 120 SEC-registered, 170 state-registered, and 12 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 South Carolina?**
126 of the 302 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 South Carolina offer financial planning?**
210 of the 290 firms in South Carolina 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 South Carolina 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 126 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)
- [Fee-only financial advisors in South Carolina](https://advisorcensus.com/advisors/sc/fee-only) (https://advisorcensus.com/advisors/sc/fee-only.md)
- [Hourly financial advisors in South Carolina](https://advisorcensus.com/advisors/sc/hourly) (https://advisorcensus.com/advisors/sc/hourly.md)
- [Flat-fee financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/flat-fee) (https://advisorcensus.com/advisors/sc/charleston/flat-fee.md)
- [Flat-fee financial advisors in Greenville, SC](https://advisorcensus.com/advisors/sc/greenville/flat-fee) (https://advisorcensus.com/advisors/sc/greenville/flat-fee.md)
- [Flat-fee financial advisors in Columbia, SC](https://advisorcensus.com/advisors/sc/columbia/flat-fee) (https://advisorcensus.com/advisors/sc/columbia/flat-fee.md)
- [Flat-fee financial advisors in Hilton Head Island, SC](https://advisorcensus.com/advisors/sc/hilton-head-island/flat-fee) (https://advisorcensus.com/advisors/sc/hilton-head-island/flat-fee.md)
- [Flat-fee financial advisors in Myrtle Beach, SC](https://advisorcensus.com/advisors/sc/myrtle-beach/flat-fee) (https://advisorcensus.com/advisors/sc/myrtle-beach/flat-fee.md)
- [Flat-fee financial advisors in Florence, SC](https://advisorcensus.com/advisors/sc/florence/flat-fee) (https://advisorcensus.com/advisors/sc/florence/flat-fee.md)
- [Flat-fee financial advisors in Spartanburg, SC](https://advisorcensus.com/advisors/sc/spartanburg/flat-fee) (https://advisorcensus.com/advisors/sc/spartanburg/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in South Carolina: 155 firms from Form ADV filings as of October 2026.