The Best Financial Advisors in Charleston, SC

Curran Financial Partners has earned a 4.8 rating from 62 reviews, with clients appreciating their clear communication and value-driven services. They are best known for their financial planning and investment advice, offering a combination of quality and affordability. However, some clients have noted a longer wait for appointments during peak times.

With a rating of 5 from 30 reviews, PGI Financial Services is praised for their attentive service and expertise in portfolio management. Clients appreciate their thorough approach to financial planning, making them a solid option for those seeking comprehensive investment strategies. However, their smaller review base may leave some potential clients wanting more feedback.

Kaizen Wealth Management, LLC holds a perfect 5-star rating from 3 reviews, with clients highlighting their commitment to client education and tailored strategies. They are ideal for clients seeking a personalized financial plan. However, their limited number of reviews makes them promising but unproven in the local market. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial planning and client education. It serves Charleston, SC, with $1,000 to $3,000 for personalized services pricing, and the honest trade-offs are limited reviews and narrow service scope.

Lighthouse Wealth Advisors of Charleston also enjoys a 5-star rating from 3 reviews. Clients commend their proactive communication and dedication to long-term financial success. They are particularly well-suited for clients looking for ongoing financial guidance. However, like Kaizen, their thin review base makes them a newer option in the area.

FFA Wealth has garnered a perfect 5-star rating from 2 reviews, with clients noting their attentive service and customized financial strategies. They are a good fit for those seeking a highly personalized approach. However, their very limited review count may make potential clients hesitant to choose them. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is highly personalized financial strategies. It serves Charleston, SC, with $1,000 to $2,500 for personalized services pricing, and the honest trade-offs are very limited reviews and potentially less experienced.

Coastal Financial Planning Group holds a 5-star rating from 1 review, with the client praising their responsive service and financial insights. They may be a good choice for those needing immediate assistance. However, their single review makes them a promising but unproven option for wider financial needs. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is immediate financial assistance. It serves Charleston, SC, with $500 to $1,500 for initial consultations pricing, and the honest trade-offs are only one review and limited service offerings.

Hampton Park Financial Planning has a 5-star rating from 1 review, with the client appreciating their personalized approach. They may be suitable for individuals seeking tailored advice. However, like Coastal, their single review indicates they are still unproven in the local market. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice for individuals. It serves Charleston, SC, with $500 to $1,500 for initial consultations pricing, and the honest trade-offs are only one review and limited visibility in the market.