National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > south carolina > charleston

CHARLESTON FINANCIAL ADVISORS, LLC

Tel: 843-722-3331
4 North Atlantic Wharf, Suite 200
Charleston, South Carolina  29401-2168

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based financial advisory firm with nearly $210,709,306 in assets under management and provides investment advisory services for 595 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

137536

SEC#:

801-107090

No. of Clients:

595

Assets under Management

$210,709,306

No. of Advisors:

5

More Financial Advisory Firms in Charleston, South Carolina

More Firms in Charleston, South Carolina >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.