Financial Advisors · Myrtle Beach, SC/Updated June 13, 2026
The 10 Best Financial Advisors in Myrtle Beach, SC
Myrtle Beach's financial advisory market is competitive yet still developing, with most firms having fewer than 50 reviews. Here's how to find the right fit.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceStonebridge Financial Group, LLC
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Myrtle Beach-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In Myrtle Beach, the financial advisory market is distinct due to its relatively small number of providers and the limited review history for many of them. With only ten firms evaluated, most have fewer than 50 reviews, indicating that trust is still being established among clients.
This ranking highlights the top ten financial advisors based on their Vetted Scores, which take into account both customer ratings and review counts. We aimed to provide a clear selection for residents navigating their financial futures in a city where personalized service can make a significant difference.
10financial advisors evaluated in Myrtle Beach
4.91average rating across the field
240customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a perfect rating of 5 stars from 87 reviews, Stonebridge Financial Group, LLC is highly praised for its personalized service and expertise in retirement planning.
To evaluate the financial advisors in Myrtle Beach, we analyzed customer ratings, review counts, and overall service quality. Each business was assigned a Vetted Score on a scale from 0 to 100, ensuring a transparent assessment of their performance.
None of the businesses paid for placement in this ranking, and we refresh our evaluations monthly to reflect the most current data. This approach guarantees you receive reliable and up-to-date information when selecting a financial advisor.
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 perfect rating of 5 stars from 87 reviews, Stonebridge Financial Group, LLC is highly praised for its personalized service and expertise in retirement planning. Clients appreciate the attentive approach and thorough financial strategies. However, with its strong reputation, you may find it challenging to secure a quick appointment during peak seasons.
Pros
Personalized service
Expertise in retirement planning
Thorough financial strategies
Cons
Possible delays in scheduling
Best forRetirement planning and personalized financial advice
Riverbend Wealth Management has earned a 5-star rating from 39 reviews. Clients commend their clear communication and dedication to helping clients reach their financial goals. This firm is particularly well-regarded for its value-driven services. However, some clients note that being a smaller firm may limit certain resources compared to larger institutions.
Coast Wealth Management Group has a 5-star rating based on 29 reviews. Reviewers appreciate the firm’s proactive approach and detailed investment strategies tailored to individual needs. It's ideal for clients looking for a comprehensive financial roadmap. On the downside, some clients feel that availability can be limited, especially during busy financial periods.
Semper Fortis Financial, LLC holds a 5-star rating from 22 reviews. Clients often highlight the firm's commitment to education and transparency in their financial processes. They excel in providing tailored advice for both investments and retirement. However, the relatively low number of reviews may raise questions about their long-term reliability.
McKenzie Financial Group, LLC has a 5-star rating from 14 reviews. Clients appreciate their approachable staff and personalized investment strategies. They are particularly suited for those seeking customized financial plans. However, the limited review count could suggest they are still building their client base. 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 customized financial planning. It serves Myrtle Beach, SC, with $100 to $250 per hour pricing, and the honest trade-offs are limited review count.
Pyle Financial Services holds a 5-star rating from 10 reviews. Reviewers often commend their friendly service and straightforward advice. They are best for those who appreciate a no-nonsense approach to financial planning. However, the small number of reviews may indicate a lack of extensive experience in the field. 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 no-nonsense financial advice. It serves Myrtle Beach, SC, with $100 to $200 per hour pricing, and the honest trade-offs are limited experience due to few reviews.
Oak Street Advisors has a 5-star rating from 8 reviews. Clients appreciate the personalized attention and strategic planning offered. They are suitable for those who want a hands-on approach to their finances. However, the small review base means they are still establishing a reputation in the area. 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 hands-on financial management. It serves Myrtle Beach, SC, with $120 to $250 per hour pricing, and the honest trade-offs are still establishing a reputation.
Duprez Financial has a 5-star rating from 7 reviews. Clients often mention their attentive service and willingness to answer questions. They can be a good choice for those new to financial planning. However, the limited number of reviews may suggest that they are still growing their client base. 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 new clients seeking guidance. It serves Myrtle Beach, SC, with $90 to $200 per hour pricing, and the honest trade-offs are limited number of reviews.
Berry Financial Group has a 4.6-star rating from 16 reviews. Clients appreciate their professionalism and solid advice. They are ideal for those looking for reliable guidance. However, their lower rating compared to others in the area may indicate room for improvement in client satisfaction. 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 reliable financial guidance. It serves Myrtle Beach, SC, with $100 to $220 per hour pricing, and the honest trade-offs are lower rating compared to peers.
Carolina Wealth Advisors has a 4.5-star rating from 8 reviews. Clients speak highly of their attentive service and willingness to tailor plans to individual needs. They are suitable for those seeking a personalized touch. However, the small review count may raise questions about their overall experience in the 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 Myrtle Beach, SC, with $100 to $200 per hour pricing, and the honest trade-offs are small review count raises reliability questions.
Choosing the right financial advisor in Myrtle Beach involves considering several key factors. Here are three essential aspects to keep in mind.
Check Licensing and Credentials
Ensure your advisor is properly licensed in South Carolina. Look for credentials like CFP or CFA that indicate expertise.
Evaluate Service Area and Specialties
Consider whether the advisor specializes in areas relevant to your needs, such as retirement planning, investment management, or tax strategies.
Assess Communication Style and Availability
Choose an advisor who communicates clearly and is responsive, as building a trusting relationship is essential for effective financial planning.
What it costs
What financial advisors cost in Myrtle Beach
Understanding the cost of financial advisory services can help you budget effectively. Here are typical pricing structures you might encounter.
Hourly RateMost advisors charge between $150 to $400 per hour, depending on their experience and expertise.
Flat FeeSome advisors offer flat fee services, ranging from $1,000 to $5,000 for comprehensive financial planning.
Assets Under Management (AUM)Advisors may charge a percentage of assets under management, typically around 1% annually, decreasing for larger portfolios.
Retainer FeeA retainer model may cost between $2,000 to $10,000 annually, providing ongoing access to financial advice and services.
Frequently asked questions
How much does financial advising cost in Myrtle Beach?
Most financial advisors in Myrtle Beach charge based on a percentage of assets under management, typically ranging from 0.5% to 1%. Some may also offer hourly rates or flat fees for specific services.
What should I look for in a financial advisor?
Look for advisors with strong reviews and experience in your specific financial needs. Given the thin review base in Myrtle Beach, consider starting with those who have at least 20 reviews.
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 Myrtle Beach clients: <strong>Stonebridge Financial Group, LLC</strong>
If you are looking for a trusted advisor with a proven track record, Stonebridge Financial Group, LLC is your best bet. They lead with 5 stars from 87 reviews, making them ideal for clients who prioritize experience and reliability. For those with more moderate needs, Riverbend Wealth Management is a solid second choice, boasting 5 stars from 39 reviews. Finally, Coast Wealth Management Group caters well to younger clients or those seeking fresh perspectives, holding 5 stars from 29 reviews. Each of these firms offers a unique approach to financial management, ensuring you can find the right fit for your specific goals.