Financial Advisors · Mount Pleasant, SC/Updated June 13, 2026
The 9 Best Financial Advisors in Mount Pleasant, SC
In a city with just 9 evaluated financial advisors, Convergent Financial Group shines with a perfect rating and 31 reviews. See how others compare.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent9 companies evaluated
cover story
★ Editor's ChoiceConvergent Financial Group
96Score
Latest update · June 13, 2026: Initial ranking published. 9 Mount Pleasant-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
Choosing a financial advisor is a significant decision, especially in Mount Pleasant, where the field is still developing. With just 9 providers evaluated, the ratings show a narrow spread; most firms have fewer than 50 reviews, meaning trust is still forming.
At the top, Convergent Financial Group stands out with a perfect 5-star rating based on 31 reviews, setting a high bar for the rest. The following contenders, like Good Life Financial Advisors and Bryan Keorlet of Edelman Financial Engines, also hold strong ratings, but their review counts reveal a thinner track record.
9financial advisors evaluated in Mount Pleasant
4.98average rating across the field
110customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a stellar rating of 5 stars from 31 reviews, Convergent Financial Group is highly regarded for its personalized financial planning and investment strategies.
With a 5-star rating from 15 reviews, Bryan Keorlet at Edelman Financial Engines is noted for his detailed financial analyses and approachable demeanor.
We evaluated the financial advisors in Mount Pleasant based on their Vetted Scores, which reflect customer feedback and overall service quality. Our rankings are refreshed monthly, ensuring that you have access to the most current data, and no business pays for placement.
In total, we analyzed 9 firms, considering both their ratings and the number of reviews. This approach allows us to present a clear picture of which providers are gaining traction and which are still proving themselves in this competitive landscape.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a stellar rating of 5 stars from 31 reviews, Convergent Financial Group is highly regarded for its personalized financial planning and investment strategies. Clients appreciate the team's responsiveness and expertise, making it an excellent choice for those seeking tailored financial advice. However, as a newer firm, some may find its history less established compared to competitors.
Good Life Financial Advisors also holds a 5-star rating, based on 26 reviews. Clients commend their straightforward approach and focus on long-term financial health. This firm is especially praised for its value-driven services, making it a solid pick for those looking to optimize their investments without breaking the bank. However, some clients desire more frequent updates on their portfolios.
With a 5-star rating from 15 reviews, Bryan Keorlet at Edelman Financial Engines is noted for his detailed financial analyses and approachable demeanor. Clients appreciate the thoroughness of his advice, especially for retirement planning. However, the relatively small number of reviews suggests that while the service is solid, it may lack the level of feedback seen in more established firms.
Breakaway Financial Group LLC has a 5-star rating from 12 reviews. Clients appreciate the team's commitment to understanding individual financial situations and crafting tailored solutions. It's a good option for those wanting a more hands-on approach to their finances. However, the limited number of reviews raises questions about their long-term reliability.
Oak Street Advisors holds a 4.8-star rating based on 17 reviews. Many clients praise their fee-only fiduciary model, which emphasizes transparency and trust. This firm is ideal for those looking for ethical financial guidance. However, some clients have reported slower response times during peak periods. 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 ethical financial advice. It serves Mount Pleasant and surrounding areas, with $150 to $400 per hour pricing, and the honest trade-offs are potentially slower response times.
Capital City Financial Partners has a perfect 5-star rating from 4 reviews. Clients appreciate the personalized financial plans and the team's attentiveness to client needs. While promising, the limited number of reviews makes their reputation still somewhat unproven in the competitive Mount Pleasant 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. It serves Mount Pleasant and nearby areas, with $100 to $250 per hour pricing, and the honest trade-offs are unproven reputation due to few reviews.
Oceanside Advisors LLC boasts a 5-star rating from just 3 reviews. Clients value the team's approachable nature and willingness to explain complex financial concepts. However, the small review base means potential clients should proceed with caution while assessing their services. 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 understanding complex financial concepts. It serves Mount Pleasant and surrounding areas, with $150 to $300 per hour pricing, and the honest trade-offs are very limited review base.
Mount Pleasant Wealth Management has a 5-star rating, but only 1 review. The feedback highlights a personalized approach and attentive service. However, with such few reviews, it's hard to gauge the firm's overall performance and reliability in the long run. 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 advice. It serves Mount Pleasant, with $120 to $300 per hour pricing, and the honest trade-offs are extremely limited reviews.
Morris Financial Concepts has a 5-star rating from 1 review. The client praised the thoroughness of the advice provided. However, with just a single review, it is difficult to form a solid understanding of the firm's capabilities and reliability. 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 initial financial consultations. It serves Mount Pleasant, with $100 to $250 per hour pricing, and the honest trade-offs are only one review available.
How to choose a financial advisor in Mount Pleasant
Selecting the right financial advisor involves understanding their expertise, client feedback, and your specific needs. Here are some key factors to consider.
Review Client Feedback
Look for advisors with a solid number of reviews. A higher count often indicates a more stable reputation.
Check Specializations
Some advisors may specialize in retirement planning, while others focus on tax strategies. Match their expertise with your financial goals.
Assess Communication Style
Choose an advisor whose communication style aligns with yours. This ensures a smoother collaboration and clearer understanding of your financial strategy.
What it costs
What financial advisors cost in Mount Pleasant
Financial advisor fees can vary widely based on the services offered and the advisor's experience. Here’s a breakdown of typical costs in Mount Pleasant.
Hourly RateExpect to pay between $150 to $300 per hour for consultation.
Flat FeesSome advisors charge a flat fee ranging from $1,500 to $5,000 for specific services.
Percentage of Assets Under Management (AUM)Many advisors charge around 1% annually based on the assets they manage for you.
Retainer FeesA retainer can range from $2,000 to $10,000 per year, depending on the level of service provided.
Frequently asked questions
How much does financial advising cost in Mount Pleasant?
Fees vary widely based on the advisor and services provided, but expect to pay anywhere from $100 to $300 per hour or a percentage of assets under management.
What should I consider when choosing a financial advisor?
Look for experience, specialization in areas that matter to you, and transparency in fees. Reviews can also provide insight into client satisfaction.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Mount Pleasant residents: <strong>Convergent Financial Group</strong>
Convergent Financial Group leads the pack with a perfect 5-star rating from 31 reviews, showcasing solid trust among clients. Following closely is Good Life Financial Advisors, also at 5 stars but with 26 reviews, indicating strong client satisfaction but slightly less engagement. Rounding out the top three is Bryan Keorlet - Edelman Financial Engines, holding 5 stars on 15 reviews. These advisors represent the best options for those in Mount Pleasant seeking reliable financial guidance.
Cityvetted
