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.

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