Find The Best Financial Advisors in Columbia, South Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Columbia is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Columbia & pick the one as per your needs

How To Find The Best Financial Advisors in Columbia, South Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Columbia, South Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 11 non-vetted financial advisors in Columbia, South Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Columbia, South Carolina have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Columbia, South Carolina

Top Financial Advisor Firms in Columbia, South Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SOUTHSTATE ADVISORY, INC. 520 Gervais St, Columbia, SC, 29201	153113	$3,417,068,970	420	A percentage of AUM, Hourly charges, Fixed fees
ABACUS PLANNING GROUP, INC. 2500 Devine Street, Columbia, SC, 29205-2400	107994	$1,681,630,457	2566	A percentage of AUM, Hourly charges, Fixed fees
ANCHOR INVESTMENT MANAGEMENT 3205 Devine Street, Columbia, SC, 29205	135296	$1,171,606,070	1922	A percentage of AUM, Fixed fees
CCM INVESTMENT ADVISERS, LLC 1201 Main Street Suite 1910, Columbia, SC, 29201	105743	$1,093,282,659	906	A percentage of AUM, Fixed fees
HOBBS GROUP ADVISORS LLC 1727 Laurel Street, Columbia, SC, 29201	157274	$390,110,252	952	A percentage of AUM, Hourly charges, Fixed fees
YON DRAKE & ASSOCIATES INC 914 Richland St, Suite C-200 Columbia, SC, 29201	111491	$261,874,476	5	A percentage of AUM
DAVINCI FINANCIAL DESIGNS 5301 N. Trenholm Road, Suite A Columbia, SC, 29206	163362	$246,898,164	1751	A percentage of AUM, Hourly charges, Fixed fees
BEERS KIGHT FINANCIAL ADVISORS, LLC 3830 Forest Drive, Columbia, SC, 29204	160286	$172,288,500	272	A percentage of AUM, Hourly charges, Fixed fees
WILLIAM B. WALKUP & ASSOCIATES, INC. 142 Atrium Way, Columbia, SC, 29223-6301	135533	$152,212,270	64	A percentage of AUM
ALLISON INVESTMENT MANAGEMENT, LLC 1201 Lincoln Street, Suite 301 Columbia, SC, 29201	124645	$121,537,311	251	A percentage of AUM, Fixed fees
HMS FINANCIAL SERVICES, LLC 10 Calendar Court, Suite 200 Columbia, SC, 29206	131569	$106,799,347	253	A percentage of AUM

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