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Top Rated Financial Advisors in South Carolina

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in South Carolina is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in South Carolina with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in South Carolina near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Bradley Tunnell

Palmetto Wealth Planning
LUTC - Advanced Estate Planning
Bradley Tunnell, a financial fiduciary, provides financial services to clients in the Myrtle Beach, South Carolina area. Bradley holds a LUTC - Advanced Estate Planning certification. Bradley has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade (Securities)

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David Conley

Masters Financial Group
CFP®
David Conley, a financial fiduciary, provides financial services to clients in the Mauldin, South Carolina area. David holds a CFP® certification. David has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Carolinas Wealth Management Group

CFP®
Carolinas Wealth Management Group, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Greenville, South Carolina area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Goepper Burkhardt

CPA, CFP®, PFS
Goepper Burkhardt, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Greenville, South Carolina area.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab Institutional

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Adam Wiles

Global View Investment Management
CFP®
Adam Wiles, a financial fiduciary, provides financial services to clients in the Greenville, South Carolina area. Adam holds a CFP® certification. Adam has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Legal Advice and Services
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    T.D. Ameritrade Institutional, Charles Schwab Institutional,

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Jonathan Polson

Southern Trust Wealth Management
Jonathan Polson, a financial fiduciary, provides financial services to clients in the Greenville, South Carolina area. Jonathan has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Legal Advice and Services

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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Richard Van Der Noord

Van Der Noord Financial Advisors, Inc.
CFP®
Richard Van Der Noord, a financial fiduciary, provides financial services to clients in the Greenville, South Carolina area. Richard holds a CFP® certification. Richard has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Dutch Fork, South Carolina area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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