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Financial Advisors · North Charleston, SC/Updated June 13, 2026

The 8 Best Financial Advisors in North Charleston, SC

In North Charleston, financial advisors play a crucial role in helping residents plan for their futures. This ranking highlights trusted options backed by solid reviews.

Editorially independent8 companies evaluated
cover story
★ Editor's ChoicePGI Financial Services
96Score
Latest update · June 13, 2026: Initial ranking published. 8 North Charleston-metro financial advisors businesses evaluated, top 8 ranked by Vetted Score.

Finding a financial advisor in North Charleston can be challenging, especially with a market where trust is still forming. With only eight providers evaluated in the metro area and most having under 50 reviews, the choice can feel overwhelming.

We ranked these financial advisors based on their Vetted Scores, which reflect both their ratings and the number of reviews. This list aims to help you weigh the gap between the most trusted options and those that might be cheaper but less proven.

8financial advisors evaluated in North Charleston
5.00average rating across the field
96customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in North Charleston? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

PGI Financial Services

★★★★★5.0(31 reviews)

With a perfect 5-star rating from 31 reviews, PGI Financial Services is a standout in North Charleston.

Read full review
Best Value
95Score

First Command Financial Advisor - Jack Hutson, CFP® also holds a 5-star rating, backed by 17 reviews.

Read full review
Most Reviewed
94Score

First Command District Advisor - Bernie Still

★★★★★5.0(15 reviews)

First Command District Advisor - Bernie Still carries a perfect 5-star rating from 15 reviews.

Read full review

All 8, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
PGI Financial Services
PGI Financial Services
Editor's Choice
96Score
5.0★★★★★
31Retirement planning and personalized financial advice
2
95Score
5.0★★★★★
17Military families seeking financial education and planning
3
94Score
5.0★★★★★
15Investment strategies and retirement planning
4
90Score
5.0★★★★★
12Clients who value clear communication
5
88Score
5.0★★★★★
10Individuals nearing retirement
6
85Score
5.0★★★★★
7Clients looking for a personable advisor
7
82Score
5.0★★★★★
3Clients seeking tailored financial solutions
8
78Score
5.0★★★★★
1Clients willing to take a chance on a new advisor
Methodology

How we evaluated all 8 financial advisors.

Our evaluation process involved analyzing the ratings and review counts of each financial advisor in North Charleston. We ensured that no provider paid for their placement in our rankings, which is crucial for maintaining objectivity.

We refresh our rankings monthly to keep the information current and relevant. This allows us to capture any changes in service quality or customer satisfaction, providing you with the most accurate insights.

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.

Full reviews

The rankings · in order
1
★ Editor's Choice

PGI Financial Services

★★★★★5.0(31 reviews)
96Score

With a perfect 5-star rating from 31 reviews, PGI Financial Services is a standout in North Charleston. Clients appreciate the personalized attention and tailored financial strategies that cater to individual needs. They excel in retirement planning and investment advice. However, the firm is relatively new, which may concern those seeking a long-established provider.

Pros

  • Personalized financial strategies
  • Strong client relationships
  • Excellent retirement planning

Cons

  • Newer firm in the market
  • Limited brand recognition
Best forRetirement planning and personalized financial advice
Service areaNorth Charleston, SC
Typical pricing$150 to $300 per hour
2
Best Value

First Command Financial Advisor - Jack Hutson, CFP®

★★★★★5.0(17 reviews)
95Score

First Command Financial Advisor - Jack Hutson, CFP® also holds a 5-star rating, backed by 17 reviews. Clients commend his thorough approach to financial education and commitment to helping military families. He is particularly noted for providing great value in comprehensive financial planning services. A downside is his limited availability due to high demand.

Pros

  • Excellent for military families
  • Thorough financial education
  • Comprehensive planning

Cons

  • High demand may limit availability
  • Less experience than some competitors
Best forMilitary families seeking financial education and planning
Service areaNorth Charleston, SC
Typical pricing$100 to $250 per hour
3
Most Reviewed

First Command District Advisor - Bernie Still

★★★★★5.0(15 reviews)
94Score

First Command District Advisor - Bernie Still carries a perfect 5-star rating from 15 reviews. Clients often highlight his deep understanding of investment strategies and retirement options. He is a great choice for those looking for a well-reviewed advisor who can help navigate complex financial decisions. On the downside, he may not be as accessible for quick questions.

Pros

  • Deep investment knowledge
  • Great for retirement options
  • Strong client reviews

Cons

  • Potential accessibility issues
  • Fewer reviews than top competitors
Best forInvestment strategies and retirement planning
Service areaNorth Charleston, SC
Typical pricing$150 to $300 per hour
4
90Score

With a 5-star rating from 12 reviews, First Command Financial Advisor - Tim Vichaivattana is noted for his responsive service and clear communication. Clients appreciate his ability to simplify complex financial topics. However, his review count is lower, which may make some potential clients hesitant. 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 clients who value clear communication. It serves North Charleston, SC, with $100 to $200 per hour pricing, and the honest trade-offs are lower review count and less established presence.

Pros

  • Responsive service
  • Clear communication
  • Simplifies complex topics

Cons

  • Lower review count
  • Less established presence
Best forClients who value clear communication
Service areaNorth Charleston, SC
Typical pricing$100 to $200 per hour
5

Strategic Retirement Solutions

★★★★★5.0(10 reviews)
88Score

Strategic Retirement Solutions has a 5-star rating from 10 reviews. Clients praise their focus on retirement strategies and the personalized guidance they receive. They are particularly well-suited for those nearing retirement age. However, their smaller client base may raise questions about their long-term 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 individuals nearing retirement. It serves North Charleston, SC, with $150 to $250 per hour pricing, and the honest trade-offs are smaller client base and limited service offerings.

Pros

  • Focus on retirement strategies
  • Personalized guidance
  • Good client feedback

Cons

  • Smaller client base
  • Limited service offerings
Best forIndividuals nearing retirement
Service areaNorth Charleston, SC
Typical pricing$150 to $250 per hour
6
85Score

First Command Financial Advisor - Tommy Crittenden holds a 5-star rating from 7 reviews. Clients appreciate his friendly demeanor and dedication to helping them achieve their financial goals. While he provides solid financial advice, his limited number of reviews may suggest a less established practice. 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 clients looking for a personable advisor. It serves North Charleston, SC, with $100 to $200 per hour pricing, and the honest trade-offs are limited number of reviews and less experience.

Pros

  • Friendly and approachable
  • Dedicated to client goals
  • Solid financial advice

Cons

  • Limited number of reviews
  • Less experience
Best forClients looking for a personable advisor
Service areaNorth Charleston, SC
Typical pricing$100 to $200 per hour
7

Cove Financial Solutions

★★★★★5.0(3 reviews)
82Score

Cove Financial Solutions has a perfect 5-star rating from 3 reviews. Clients commend their tailored financial solutions and responsive service. However, with only three reviews, their reputation is still developing, making it a promising but unproven option for new clients. 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 clients seeking tailored financial solutions. It serves North Charleston, SC, with $150 to $300 per hour pricing, and the honest trade-offs are very limited review base and unproven track record.

Pros

  • Tailored financial solutions
  • Responsive service
  • Strong initial reviews

Cons

  • Very limited review base
  • Unproven track record
Best forClients seeking tailored financial solutions
Service areaNorth Charleston, SC
Typical pricing$150 to $300 per hour
8
78Score

First Command Financial Advisor - Eric Gonzalez currently has a 5-star rating from 1 review. While that review is positive, the extremely low number of reviews leaves his credibility in question. He may be a good option for those willing to take a chance on a new advisor, but be cautious.

Pros

  • Positive initial review
  • Potential for personalized service

Cons

  • Only one review
  • Unproven in the market
Best forClients willing to take a chance on a new advisor
Service areaNorth Charleston, SC
Typical pricing$100 to $200 per hour
Before you book

How to choose a financial advisor in North Charleston

Selecting the right financial advisor involves balancing trust, expertise, and cost. Here are key factors to consider when making your decision.

Review Ratings

Check the advisor's overall rating and the number of reviews. A high rating with a substantial number of reviews often indicates reliability.

Services Offered

Consider what specific financial services you need. Some advisors may specialize in retirement planning, while others focus on investments or tax advice.

Fee Structure

Understand how the advisor charges for their services. This could be a flat fee, hourly rate, or a percentage of assets managed.

What it costs

What financial advisors cost in North Charleston

The cost of hiring a financial advisor in North Charleston can vary widely based on the services provided and the advisor's experience. Here's a breakdown of typical pricing tiers.

Hourly RateExpect to pay between $100 to $300 per hour for consultations, depending on the advisor's expertise.
Flat FeesSome advisors charge a flat fee, which can range from $1,000 to $5,000 for comprehensive financial planning.
Percentage of AssetsAdvisors often charge 0.5% to 1% of assets under management annually, which can add up depending on your investment size.
Retainer FeesMonthly retainer fees can range from $200 to $1,000, providing ongoing access to financial advice.

Frequently asked questions

How much does financial advising cost in North Charleston?

Costs can vary, but many financial advisors in North Charleston offer services based on a percentage of assets under management or hourly rates, typically ranging from $100 to $300 per hour.

What factors should I consider when choosing a financial advisor?

Consider their experience, fee structure, and areas of expertise. Also, review their track record and client feedback, especially since trust is still forming in this market.

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 North Charleston residents: <strong>PGI Financial Services</strong>

PGI Financial Services is the best overall choice, providing exceptional service with 31 reviews. For those seeking value, First Command Financial Advisor - Jack Hutson, CFP® offers a strong reputation backed by 17 reviews. If you're looking to splurge, consider First Command District Advisor - Bernie Still, who has a solid 15 reviews and can provide tailored advice.