Best Financial Advisors in Charleston

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.9/5.0
Average Rating

Charleston Financial Landscape

Charleston's economy is diverse, with strong sectors in tourism, manufacturing, and technology. The city benefits from a strategic coastal location and a growing population.

Major industries
Tourism, Manufacturing, Technology
Population
128K (metro: 800K)
Median household income
$62,000
Unique needs
Charleston's economy requires a focus on sustainable tourism and tech innovation to support growth.
Market Insights
Economic Growth
According to BEA (2023), Charleston's GDP grew by 4.2%, driven by tourism and tech sector expansion.
Wealth Demographics
According to Census (2023), the median household income in Charleston is $62,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Charleston are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Charleston is rising, with housing costs significantly impacting affordability.
Real Estate Market
According to Zillow (2024), Charleston's real estate market is competitive, with home prices increasing by 8% year-over-year.
Business Environment
According to Fortune (2024), Charleston's business climate is favorable, with incentives for tech startups and small businesses.

Top 5 Financial Advisors in Charleston

Runey & Associates Wealth Management
★ ★ ★ ★ ★ 5
Nicholson Wealth Management Group
★ ★ ★ ★ ★ 5
Coastal Financial Planning Group
★ ★ ★ ★ ★ 5
PGI Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bill Rader, CFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Charleston, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Charleston-Specific Expertise
For Charleston residents working in Tourism, Manufacturing, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Charleston's tourism-heavy economy faces risks from hurricanes and flooding. Real estate prices are rising, indicating potential bubble risks. Diversify investments to mitigate these threats.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby South Carolina locations

Columbia Charleston North Charleston Mount Pleasant Rock Hill Greenville Summerville Sumter