Fiduciary advisors in Charleston, SC

Charleston, South Carolina

ArisGarde is an independent wealth management firm based in Charleston, South Carolina, offering estate planning, financial planning, investment management, retirement planning, and insurance analysis. Led by Josh Friedlander, the firm serves individuals and business owners both locally and nationally, with a stated approach centered on proactive planning aligned to clients' personal, professional, and philanthropic objectives.

Charleston, South Carolina

Bellerophon Wealth Management is a fee-only fiduciary firm in Charleston, South Carolina, serving small business owners and entrepreneurs with financial planning, investment management, and retirement planning services. The firm specializes in equity compensation guidance, stock option strategy, and cash balance plans, charging percentage-based fees (typically 1% annually for accounts under $1 million, 0.75% for larger portfolios, and 0.5% for business retirement plan participants). Founded by Trent Derrick, the firm operates independently without commissions or parent company constraints, focusing on a select clientele seeking personalized strategy aligned with their business and personal goals.

Charleston, South Carolina

Fee-Only Independent RIA

Elwood & Goetz Wealth Advisory Group is an independent, employee-owned RIA operating as a fiduciary with offices in Athens and Atlanta, Georgia, and satellite locations in Charleston, South Carolina, and Naples, Florida. The firm provides financial planning and investment management on a fee-only basis, serving over 500 families across multiple states and countries. The advisory team includes CFP® professionals and academics with backgrounds from major financial institutions such as Vanguard, Fidelity, and Goldman Sachs, and the firm was founded by Lindsay Elwood and Joe Goetz as the first fee-only wealth management firm in its original Athens market.

Charleston, South Carolina

Eric Farr - Financial Advisor at Farther is an investment advisory firm in Charleston, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charleston, South Carolina

FFA Wealth is a fee-based fiduciary financial advisory firm based in Charleston, South Carolina, serving individual investors and entrepreneurs. The firm specializes in estate planning and operates under SEC registration as an Investment Advisor, legally obligated to place client interests above its own. FFA Wealth structures its compensation to come directly from clients rather than commissions, and collaborates with clients' other professional advisors such as CPAs and attorneys as part of its planning process.

Charleston, South Carolina

Hudnall Capital Advisors is an investment advisory firm in Charleston, South Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Charleston, South Carolina

Island Park Private Wealth is an independent wealth management firm in Charleston, South Carolina, founded by three CFP® professionals: James D. Sheehan (CPWA®), Shawn R. Tighe, and Michael E. Zechmann. The firm serves individuals, families, and businesses with personalized financial planning and wealth management, including services in retirement income, estate planning, taxation, education planning, and asset protection. The practice emphasizes client-centered service through transparent fee communication, regular engagement, and collaborative strategy development aligned with each client's specific circumstances and long-term objectives.

Charleston, South Carolina

Lighthouse Wealth Advisors of Charleston is an investment advisory firm in Charleston, South Carolina. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 3 Google reviews.

Charleston, South Carolina

Warren Capital Group is a wealth management firm based in Charleston, South Carolina, offering financial planning, investment management, and retirement plan services to individuals and businesses. The firm operates as a fiduciary and provides portfolio management, retirement planning for individuals and companies (including 401(k) and SIMPLE IRA administration), asset protection, and risk management services, along with access to planning software for clients to monitor accounts. The firm serves clients on a national basis and emphasizes a disciplined approach to wealth management.