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Solomon Hardwick Cpas
“Solomon Hardwick battled the IRS on our behalf and WON, confirming an error by the IRS of almost $30K.”
Best Financial Advisors in Charleston, SC
24 firms listed · 20 in Charleston · 1 open weekends · 20 rated 4.5+
Data verified October 18, 2026
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Rogers Tax Advisory Group
- Tax Preparation
- Retirement
- 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.”
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Line Upon Line
“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.”
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PGI Financial Services
- Questions
- Knowledge
- Investments
“I have been a client for 13+ years and cannot say enough about Paul and his team managing my financials / taxes to get me in a position of where I am totally financially independent for the rest of my life!”
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Warren Capital Group
- Financial
- Goals
- Team
“This newsletter offers a comprehensive overview of the investment landscape, providing clients with valuable insights and contributing to an enhanced sense of peace of mind.”
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Commonwealth Financial Group
- 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.”
The 24 firms listed for Charleston, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Charleston, SC
Of the 24 firms we list here, 20 are in Charleston itself and 4 come from North Charleston (9 mi). 23 of the firms on this page have a rating, from 4.3 to 5.0 across 120 reviews; 20 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are payroll (3), business services (2), retirement planning (2), services for individuals (2) and tax services (2). Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 21 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Charleston take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Cove Financial Solutions
“The retirement advice I receive from Caleb is unmatched.”
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Mainsheet Financial Solutions
“Been with them for years the best”
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Complete Tax & Financial Services
“Quick and easy consulting and tax preparation.”
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Oak Capital Advisors
“In addition, Brett's personable manner and his professionalism makes him an easy person to recommend to my friends.”
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Chandler Rhea
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Lighthouse Wealth Advisors of Charleston
“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.”
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Riser Gibbons & Carpenter
“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.”
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Nicholson Wealth Management Group
“Beautiful location, easy to park.”
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Kaizen Wealth Management
“A pleasure to work with!”
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The Clem Collaborative
- 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.”
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Increasing H.o.p.e Financial Training Center
“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.”
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Scott Cracraft - Raymond James
“Top notch!”
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Woods Asset Management
“If you want someone who will sit down with you and take the time to know your situation, then call Jonathan.”
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Premier Wealth Partners
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Gillen Wealth Management
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Alex Opoulos - Raymond James
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Active Lifestyle Financial Planning
- 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.”
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Coastal Financial Planning Group
“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.”
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
Why these companies made our list
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