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Catherine C. Latto

CFP®

Sole Proprietor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Latto and Associates, Inc.

1118 Savannah Hwy, Ste A
Charleston, SC 29407
(843) 571-4470

Richard Van Der Noord

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Van Der Noord Financial Advisors

420 The Parkway, Ste G2
Greer, SC 29650
(877) 476-1870
(864) 801-1977

James D. Mitchell

CFP®

Investment Consultant

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Raymond James

3505 Pelham Rd, Ste B
Greenville, SC 29615-4154
(864) 421-3817

Ronald R. Niclas

CFP®, CWS, EA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Financial Advisor serving South Carolina and the surrounding communities.

RCN Wealth Management

8 Princeton Circle
Hilton Head, SC 29928
(843) 715-4008
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Ione H. Cockrell

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving South Carolina and the surrounding communities.

Ione H. Cockrell Insurance & Financial Services

914 Richland St, Ste A102
Columbia, SC 29201
(803) 254-4899

James B. Ballentine

CFP®, CRPC

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving South Carolina and the surrounding communities.

Ballentine Capital Advisors

15 Halton Green Way
Greenville, SC 29607
(864) 322-6046
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Cheryl R. Holland

CFP®, CFBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Abacus Planning Group, Inc.

2500 Devine St
Columbia, SC 29205
(803) 933-0054

Nancy B. Fellinger

CFP®, RMA®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Sensible Money, LLC

101 Ellington Ln
Pawleys Island, SC 29585-7681
(843) 253-0187
(843) 253-0187
CONNECT WITH Nancy
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Jennifer C. Perritt

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

154 Ballentine Ln
Chapin, SC 29036
(803) 932-4407

Michele C. Huddleston

CFP®, ChFC®, CLU®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial

465 Woodruff Rd
Greenville, SC 29607
(888) 300-3966
(864) 250-3000

Robert G. Davidson, Jr.

CFP®

Senior Vice President, Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Morgan Stanley

1320 Main St, Ste 800
Columbia, SC 29201
(800) 438-5570
(803) 343-8800

Mary Elizabeth Ivy

CFP®, CRPC®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Gordon Financial LLC

1501 Belle Isle Avenue, Suite 110
Mount Pleasant, SC 29464
(843) 936-3941

N Mauldin Avinger

CFP®

Owner

Specialties: 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Investment...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenville Capital

330 East Coffee St
Greenville, SC 29601
864-979-0000
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Noel B. Swain

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving South Carolina and the surrounding communities.

223 E Blackstock Rd
Spartanburg, SC 29301
(864) 582-7766

Melissa D. Bane

CPA,PFS®, CFP®, ChFC

Senior Private Client Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Personal Taxes

Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

201 W McBee Ave Suite 300, P.O. Box 3181
Greenville, SC 29601
(864) 941-4066

Christopher D. Kauker

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial

75 Port City Landing, Ste 110 pmb4
Mount Pleasent, SC 29464
(843) 352-8287
CONNECT WITH Christopher
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Michael H. Baker

CIMA®, CFP®, RICP®

Founding Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Vertex Capital Advisors

127 Ben Casey Drive, Suite 104
Fort Mill, SC 29732
(704) 556-1388
CONNECT WITH Michael
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Matthew D. Pardieck

CFP®, CIMA®, CLU®,

Managing Principal/Wealth Management Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Raymond James

126 Seven Farms Dr, Ste 150
Daniel Island, SC 29492-8233
(843) 377-8448

Christopher E. Cabri

CFP® MBA ChFC MSFS

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Wells Fargo Advisors

422 Main St
Greenwood, SC 29646
(864) 388-0828

William J. Coscioni

CFP®, CPA

President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

WealthCare / Financial Planners, LLC

910 Dougherty Rd
Aiken, SC 29803
(803) 644-0701
CONNECT WITH William
  • linkedin link

Erica R. Smith

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Charleston Investment Advisors

654 Coleman Blvd, Suite 202
Mount Pleasant, SC 29464
(843) 763-4499

Jeffrey D. Wildes

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Wildes Financial Strategies

625 Church St
Georgetown, SC 29440-3611
(843) 485-4371

Bland Burkhardt

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Goepper Burkhardt Retirement Wealth Management

531 S Main St, Suite 303
Greenville, SC 29601
(864) 370-3244

Delton O. Bailey, Jr.

CFP®

Member

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Bailey & Associates Investment Management and Financial Planning LLC

1122 Lady St, Ste 605
Columbia, SC 29201
(803) 799-6850

Elizabeth Jeter Hrubala

CFP®, CRPC®, CDFA®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Jeter Hrubala Wealth Strategies

101 W. St. John Street, Suite 207
Spartanburg, SC 29306
(864) 764-1789
CONNECT WITH Elizabeth
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John W. Cooper

CFP®

Private Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

PO Box 3181
Greenwood, SC 29648

Greenwood Capital

P.O. Box 3181
Greenwood, SC 29648
(864) 941-4059
CONNECT WITH John
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Jamie T. Stone

CFP®, ChFC®

Chief Planning Officer

Specialties:

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

330 E Coffee St
Greenville, SC 29601-2804
(864) 527-5920

James B. McGehee

CFA®, CFP®

President

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

McGehee Wealth Advisory Group, Inc.

8461 Possum Hollow Rd., Suite E112
Indian Land, SC 29707
(844) 733-9844
(704) 733-9844

Kyra H. Morris

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Morris Financial Concepts

409 Coleman Blvd, Ste 100
Mt Pleasant, SC 29464
(888) 783-2400
(843) 884-6192