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Hollifield Financial Group
- 401k
- Financial Advisor
“I lost my job and had no idea what to do with my old 401k and he took extra time to explain every part of the process to getting set up in a much better account.”
Best Financial Advisors in Summerville, SC
24 firms listed · 8 in Summerville · 17 rated 4.5+
Data verified October 21, 2026
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Cornerstone Financial Strategies
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Consolidated Planning
“Jimmy Lewis is a consummate professional and will walk you step-by-step through your finances and help you create a sustainable wealth-building plan for retirement.”
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Compass Investment Advisors
“With that being said I sat down with Michael Hakimi today and he helped me realize that mountain that is in front of me has a path to walk and good people to assist you on your hike.”
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Asset Integration Consultants
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Elite Wealth Management
The 24 firms listed for Summerville, 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: Summerville, SC
Of the 24 firms we list here, 8 are in Summerville itself and 16 come from Charleston (12, 18 mi) and North Charleston (4, 9 mi). 18 of the firms on this page have a rating, from 4.4 to 5.0 across 103 reviews; 17 are rated 4.5 or higher. 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 34 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 14 publish a contact page; 20 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 Summerville 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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Voyage Financial Partners
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Koebel Investment & Financial
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Rogers Tax Advisory Group
- Taxes
- Tax Preparation
- Retirement
“Have been a customer for 3 years and Jerry has been very knowledgeable and professional, we recommended them to neighbors and everyone has been very pleased with the service received at Roger's Tax Advisory Group.”
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PGI Financial Services
- Questions
- Team
- Knowledge
“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
- Financial
- Confidence
- Market
“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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Cove Financial Solutions
“I've worked with a number of these advisors and Caleb Thompson is one of the best.”
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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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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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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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Alex Opoulos - Raymond James
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Alphavest
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Sequence Financial Specialists
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R E Baxter & Associates
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Time & Wealth Management
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Sutherland Financial Services
Retirement Planning and Investment Management Services in Summerville, SC Cost Estimates
Minimum cost
$1036
Maximum cost
$8798
National Average
$3106
Avg Per Hour Rates
$311
$2071
$5693
Fair price range is based on 304 cost profiles
Why these companies made our list
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