Best Financial Advisors in Charleston, SC

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Charleston area.

Onyx Tax

Onyx Tax

(30)
Virtual CFO Services, Tax Preparation, Onyx Tax Resolution/ IRS Audits and Appeals
“I can't even begin to say thank you to Brian he never made me feel stupid or incompetent, I came to him after trying to do all this tax stuff on my own and I failed!!!!”
Free Initial Consultation
Remote Consultations Available
In Business Since 2015
6 Gillon St #2, Charleston, SC
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Curran Financial Partners

Curran Financial Partners

(27)
  • Finances
  • Feel
  • Retirement
“I would recommend Adam and his team to others looking for someone who looks at your total financial picture and helps you even though he does not receive a transaction commission.”
In Business Since 2016
672 Marina Dr #108, Charleston, SC
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Koester Financial Solutions

Koester Financial Solutions

(2)
“Will use their services again.”
Offers Financing Options
Below Average Price Tag
In Business Since 2014
2557 Ashley Phosphate Rd, North Charleston, SC
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Solomon Hardwick Cpas

Solomon Hardwick Cpas

(4)
Tax Services, Cash Flow Management, Payroll
“Zach Solomon is a great accountant!”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2020
525 Folly Rd Suite 203, Charleston, SC
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Rogers Tax Advisory Group

Rogers Tax Advisory Group

(15)
  • Taxes
“He is professional, he talks to you and explains things so you'll understand and really knows how to work it where you can at least have a life after retirement.”
In Business Since 2011
4000 Faber Pl Dr Suite 300, Charleston, SC
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Line Upon Line

Line Upon Line

(1)
Quickbooks Services, Tax Services, Business Services
“I have also been amazed by the knowledge possessed from an EA who worked for the IRS , who now uses that expertise for the betterment of all taxpayers.”
Free Initial Consultation
Offers Financing Options
In Business Since 2002
4975 Lacross Rd Suite 304, North Charleston, SC
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Coastal Strategic Capital

Coastal Strategic Capital

(9)
Medical Professionals, Business Owners
“My wife and I are both in the military and move around a lot, and through many different time zones, he always makes the time to check in and do quarterly reviews with us.”
In Business Since 2021
115 Fairchild St Suite 320, Charleston, SC
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IPS Accounting Services

IPS Accounting Services

(5)
Individuals, Financial Statements, Financial Planning
“She was able to turn my tax nightmare into nothing at all!!!”
In Business Since 2014
1403 Emerald Forest Pkwy, Charleston, SC
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Commonwealth Financial Group

Commonwealth Financial Group

(7)
  • Investments
  • Team
“They give me their best recommendations tailored to my own plans and interests and never make any changes to my overall plan unless they have discussed it with me first.”
In Business Since 2002
225 Seven Farms Drive, Charleston, SC
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Active Lifestyle Financial Planning

Active Lifestyle Financial Planning

(6)
  • Family
  • Goals
“Jason will take the time to get to know your family and personal goals, then will challenge you by covering all aspects of your financial and personal plans.”
In Business Since 2012
413 Planters Trace Dr, Charleston, SC
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Mainsheet Financial Solutions

Mainsheet Financial Solutions

(1)
Software and Technology Services, Business and Owner Income Tax, Payroll
“Been with them for years the best”
In Business Since 2014
1630 Meeting Street Rd Suite 105, Charleston, SC
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Oak Capital Advisors

Oak Capital Advisors

(1)
Investment Management, Retirement Planning, Tax Management
“In addition, Brett's personable manner and his professionalism makes him an easy person to recommend to my friends.”
In Business Since 2013
126 Seven Farms Drive Suite 160, Charleston, SC
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Chandler Rhea

Chandler Rhea

Limited Engagements, Tax Advice and Planning, Tax Preparation
“Very active in the community, Ms. Rhea has served on the board of directors for The Citadel and The Charleston International Film Festival. She is a former Alumni President of The College of Charleston Film Club and a member of the Beaufort Film Soci...”
In Business Since 2009
102 Wappoo Creek Dr #4A, Charleston, SC
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Lighthouse Wealth Advisors of Charleston

Lighthouse Wealth Advisors of Charleston

(4)
“He has given us sound advice on many financial matters, and he has helped us make important decisions about budgeting, various insurance policies, and retirement planning.”
In Business Since 2017
1032 Savannah Hwy, Charleston, SC
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Riser Gibbons & Carpenter

Riser Gibbons & Carpenter

(3)
“At our initial meeting, Tyler thoughtfully answered my questions (which were somewhat complex to me given a recent divorce and rental property), and he has done a great job preparing my annual returns since then.”
Accepts All Major Credit Cards
1417 Remount Rd, North Charleston, SC
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The Clem Collaborative

The Clem Collaborative

(9)
  • Financial Planning
“We have been clients at The Clem Collaborative for 2 years and have received top-shelf service, from reception in the office through to completion of our returns.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2009
2 Gillon St Ste 100, Charleston, SC
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PGI Financial Services

PGI Financial Services

(3)
“PGI Financial is like family, any time I reach out to them I am the priority.”
In Business Since 2019
2467 Savannah Hwy Suite 520, Charleston, SC
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Cove Financial Solutions

Cove Financial Solutions

(2)
“The retirement advice I receive from Caleb is unmatched.”
In Business Since 2018
6650 Rivers Ave #128, North Charleston, SC
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Increasing H.o.p.e Financial Training Center

Increasing H.o.p.e Financial Training Center

(2)
“Increasing Hope Financial Training Center is a stable in the community and very much needed I cannot say enough on how the center has been such an valuable Asset to me personally and my growth as an Female Entrepreneur.”
In Business Since 2007
8570 Rivers Ave Suite 120, North Charleston, SC
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Kaizen Wealth Management

Kaizen Wealth Management

(2)
“A pleasure to work with!”
In Business Since 2004
41 State St, Charleston, SC
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Scott Cracraft - Raymond James

Scott Cracraft - Raymond James

(1)
“Top notch!”
In Business Since 1998
Harbor Walk West, 360 Concord St Suite 210, Charleston, SC
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Coastal Financial Planning Group

Coastal Financial Planning Group

(1)
“My mom inherited some money at 88 years old and using the expertise of the folks at Coastal Financial was the best decision we could have made for her.”
In Business Since 2007
78 Ashley Point Dr Suite 201, Charleston, SC
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Hawthorne Global Aviation Services

Hawthorne Global Aviation Services

(1)
“Hawthorn Corporation is a very professional corporation for which I have experienced first hand how professional the Hawthorn Corporation really is.”
In Business Since 2008
3955 Faber Pl Dr # 202, North Charleston, SC
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Gillen Wealth Management

Gillen Wealth Management

“I am an independent advisor who is passionate about helping hard-working families pursue the retirement of their dreams. I also assist women in transition take control of their financial future. Delivering exceptional wealth management services by es...”
In Business Since 2012
125 Wappoo Creek Dr, Charleston, SC
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Retirement Planning and Investment Management Services in Charleston, SC Cost Estimates

Minimum cost
$1196
Maximum cost
$10160
National Average
$3586
Avg Per Hour Rates
$359
$2391
$6574
Typical price range is based on 285 cost profiles
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Average Cost $3586
Minimum cost $1196
Maximum cost $10160
Avg Per Hour Rates $359

Typical range $2391 to $6574 is based on 285 cost profiles.

Why these companies made our list

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