Best Financial Advisors in North 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
100+
Advisors
4.8/5.0
Average Rating

North Charleston Financial Landscape

With a population of 104,054, North Charleston is a key economic hub in the Charleston metro area. The city boasts a mix of manufacturing, retail, and service industries.

Major industries
Manufacturing, Retail, Aerospace
Population
104K (metro: 800K)
Median household income
$58,000
Unique needs
North Charleston requires tailored financial strategies to address its unique economic landscape and growth potential.
Market Insights
Economic Growth
According to BEA (2023), North Charleston's economy has seen a steady growth rate of 3.2% annually, driven by manufacturing and tourism.
Wealth Demographics
According to Census (2023), the median household income in North Charleston is $58,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in North Charleston are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in North Charleston is approximately 5% lower than the national average, making it an attractive location.
Real Estate Market
According to Zillow (2024), the real estate market in North Charleston is experiencing a surge, with home prices rising by 10% year-over-year.
Business Environment
According to Fortune (2024), North Charleston's business climate is favorable, with incentives for manufacturing and tech startups.

Top 5 Financial Advisors in North Charleston

PGI Financial Services
★ ★ ★ ★ ★ 5
Runey & Associates Wealth Management
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Jack Hutson, CFP®
★ ★ ★ ★ ★ 5
Cove Financial Solutions
★ ★ ★ ★ ★ 5
Coastal Financial Planning Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in North 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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North Charleston-Specific Expertise
For North Charleston residents working in Manufacturing, Retail, Aerospace, 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
North Charleston's manufacturing focus poses risks from economic downturns. Real estate prices are rising, indicating potential bubble risks. Prepare for hurricane impacts and diversify investments.

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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