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Solomon Hardwick Cpas
“Zach Solomon is a great accountant!”
Best Financial Advisors in North Charleston, SC
24 firms listed · 4 in North 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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PGI Financial Services
- Knowledge
- Investments
- Team
“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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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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Warren Capital Group
- Strategy
- Goals
- Confidence
“After switching jobs a few times, I wanted to consolidate all of my retirement funds into one, but I really didn't know what exactly I should do with my investments after I did that.”
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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 North 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: North Charleston, SC
Of the 24 firms we list here, 4 are in North Charleston itself and 20 come from 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 any financial advisers listed for North Charleston offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Cove Financial Solutions
“The retirement advice I receive from Caleb is unmatched.”
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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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Mainsheet Financial Solutions
“Been with them for years the best”
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Chandler Rhea
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Nicholson Wealth Management Group
“Beautiful location, easy to park.”
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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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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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Kaizen Wealth Management
“A pleasure to work with!”
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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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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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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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Scott Cracraft - Raymond James
“Top notch!”
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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
“I love that this allows me to get the best plan for my family, and comforts me that the advice we get isn't at all motivated by him receiving additional profit for recommendations.”
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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 North Charleston, SC Cost Estimates
Minimum cost
$1181
Maximum cost
$10034
National Average
$3542
Avg Per Hour Rates
$355
$2361
$6493
Typical price range is based on 369 cost profiles
Why these companies made our list
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