Top Financial Advisors in Mt Pleasant, SC

45 fee-only7 CFP certifiedMedian fee: 1.03% on $500K

Top Advisors in Mt Pleasant

Median Advisor Fee

Mt Pleasant1.03%
National1.15%
11% below the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only71.4%
Includes Commission28.6%

Top Credentials

CFP7 advisors

Frequently Asked Questions

How much does a financial advisor cost in Mt Pleasant?

The median advisory fee in Mt Pleasant, SC is 1.03% of assets under management. This is 11% below the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Mt Pleasant?

There are 45 fee-only financial advisors in Mt Pleasant, SC, representing 71.4% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Mt Pleasant financial advisor?

The most common professional designation among Mt Pleasant advisors is the CFP (Certified Financial Planner), held by 7 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 63 Financial Advisors in Mt Pleasant, SC (2026) | TrueAdvisor