Question 1

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

Accepted Answer

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.

Question 2

How can I pick a good financial advisor?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

What type of financial advisor do I need?

Accepted Answer

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.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
APOLLON WEALTH MANAGEMENT, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464	291902	$3,362,897,429	11192	A Percentage of AUM, Hourly charges, Fixed Fees
MORRIS FINANCIAL CONCEPTS, INC. 409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318	114862	$344,443,003	880	A Percentage of AUM, Hourly charges, Fixed Fees
IMPRINT WEALTH LLC 75 Port City Landing, Suite 110 Mount Pleasant, SC, 29464	322130	$253,948,117	842	A Percentage of AUM, Fixed Fees
GUNDERSON CAPITAL MANAGEMENT 2072 Willbrook Lane, Mount Pleasant, SC, 29466	140795	$197,826,292	1106	A Percentage of AUM, Subscription Fees
SAOS CAPITAL, LLC 410 Mill St, Suite 107 Mount Pleasant, SC, 29464	159515	$161,879,210	1262	A Percentage of AUM
APOLLON FINANCIAL, LLC 835 Coleman Blvd, Suite 102 Mount Pleasant, SC, 29464	321217	$146,637,169	434	A Percentage of AUM, Hourly charges, Fixed Fees
OCEANSIDE ADVISORS LLC 235 Magrath Darby Blvd., Suite 150 Mount Pleasant, SC, 29464	170307	$127,600,000	595	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
360 FINANCIAL PARTNERS, LLC 1081 Johnnie Dodds Blvd., Ste 100 Mount Pleasant, SC, 29464	169280	$111,526,477	498	A Percentage of AUM, Fixed Fees

Find The Best Financial Advisors in Mount Pleasant, South Carolina

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

List of Qualified Financial Advisors in Mount Pleasant, South Carolina

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

Select other cities around Mount Pleasant, South Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy