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Local services · North Charleston, SC/Updated June 13, 2026

The Best Financial Advisors in North Charleston, SC

Navigating financial decisions is crucial for your future. Here are the top financial advisors in North Charleston to guide you.

Editorially independent6 companies evaluated
cover story
★ Editor's ChoiceCornerstone Insurance Services and Wealth Advisory
96Score
Latest update · June 13, 2026: Initial ranking published. 6 North Charleston-metro financial advisors businesses evaluated, top 6 ranked by Vetted Score.

In North Charleston, residents face unique financial challenges, from retirement planning to investment strategies. Choosing a financial advisor can significantly impact your financial health and future prospects. With the right guidance, you can make informed decisions that align with your goals.

To create this list, we evaluated financial advisors based on their ratings, the volume of reviews, and overall client satisfaction. Our rankings reflect real experiences, ensuring that you find a trustworthy advisor without any paid placements influencing the results.

6providers evaluated in North Charleston
4.98average rating across the field
130customer reviews analyzed

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

How much does this service cost in North Charleston? See the price breakdown →

Our top picks

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

With a rating of 4.9 from 67 reviews, Cornerstone Insurance Services and Wealth Advisory stands out for its personalized service and comprehensive financial planning.

Read full review
Best Value
95Score

First Command Financial Advisor - Jack Hutson, CFP®, boasts a perfect rating of 5 from 17 reviews.

Read full review
Most Reviewed
95Score

First Command District Advisor - Bernie Still

★★★★★5.0(14 reviews)

First Command District Advisor - Bernie Still also holds a 5-star rating from 14 reviews.

Read full review

All 6, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
4.9★★★★★
67Personalized financial planning and investment strategies
2
95Score
5.0★★★★★
17Financial education and goal-oriented planning
3
95Score
5.0★★★★★
14Retirement and investment planning
4
95Score
5.0★★★★★
14Investment management and assessments
5
94Score
5.0★★★★★
11Simplifying financial planning
6
82Score
5.0★★★★★
7Retirement planning
Methodology

How we evaluated all 6 providers.

We assessed each financial advisor in the North Charleston area, analyzing customer feedback and ratings from various sources. Our scoring system prioritizes genuine client experiences, ensuring each advisor's reputation is accurately reflected in their Vetted Score.

No business pays for placement in our rankings. We update our evaluations monthly to incorporate the latest reviews and ratings, ensuring you receive the most current advice on financial services.

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

Cornerstone Insurance Services and Wealth Advisory

★★★★★4.9(67 reviews)
96Score

With a rating of 4.9 from 67 reviews, Cornerstone Insurance Services and Wealth Advisory stands out for its personalized service and comprehensive financial planning. Clients appreciate the team's approach to investment strategies and retirement planning. However, some reviews mention that response times could improve during busy periods. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is personalized financial planning and investment strategies. It serves North Charleston and surrounding areas, with $1,000 to $5,000 for comprehensive planning pricing, and the honest trade-offs are response times can vary and some services may have additional fees.

Pros

  • Highly rated for personalized service
  • Expertise in retirement planning
  • Diverse financial products offered

Cons

  • Response times can vary
  • Some services may have additional fees
Best forPersonalized financial planning and investment strategies
Service areaNorth Charleston and surrounding areas
Typical pricing$1,000 to $5,000 for comprehensive planning
2
Best Value

First Command Financial Advisor - Jack Hutson, CFP®

★★★★★5.0(17 reviews)
95Score

First Command Financial Advisor - Jack Hutson, CFP®, boasts a perfect rating of 5 from 17 reviews. Reviewers commend his thorough approach to financial education and planning. He excels in helping clients set and achieve their financial goals. A potential downside is the limited number of reviews, making the experience seem less established.

Pros

  • Excellent client education
  • Tailored financial strategies
  • Strong client relationships

Cons

  • Limited review base
  • Potentially higher fees for some services
Best forFinancial education and goal-oriented planning
Service areaNorth Charleston and nearby regions
Typical pricing$100 to $300 per hour
3
Most Reviewed

First Command District Advisor - Bernie Still

★★★★★5.0(14 reviews)
95Score

First Command District Advisor - Bernie Still also holds a 5-star rating from 14 reviews. Clients appreciate his clear communication and dedication to their financial well-being. He specializes in retirement and investment planning. However, the limited number of reviews may leave potential clients wanting more insights into his 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 retirement and investment planning. It serves North Charleston area, with $1,000 to $5,000 for planning services pricing, and the honest trade-offs are thin review base and may not cater to all financial situations.

Pros

  • Clear communication
  • Dedicated to client success
  • Specializes in retirement planning

Cons

  • Thin review base
  • May not cater to all financial situations
Best forRetirement and investment planning
Service areaNorth Charleston area
Typical pricing$1,000 to $5,000 for planning services
4

Tristate Financial Advisors

★★★★★5.0(14 reviews)
95Score

Tristate Financial Advisors has a perfect rating of 5 based on 14 reviews. Clients praise their comprehensive financial assessments and personalized service. They are particularly strong in investment management. However, with a smaller review pool, their long-term reliability remains somewhat unproven. 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 investment management and assessments. It serves North Charleston and surrounding areas, with $2,000 to $10,000 for ongoing services pricing, and the honest trade-offs are limited reviews and less visibility in the community.

Pros

  • Personalized assessments
  • Strong investment management expertise
  • Client-focused approach

Cons

  • Limited reviews
  • Less visibility in the community
Best forInvestment management and assessments
Service areaNorth Charleston and surrounding areas
Typical pricing$2,000 to $10,000 for ongoing services
5
94Score

First Command Financial Advisor - Tim Vichaivattana also maintains a 5-star rating from 11 reviews. Clients appreciate his thoroughness and ability to simplify complex financial topics. He is well-regarded for his retirement planning services. However, his lower review count might raise questions about the breadth of his 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 simplifying financial planning. It serves North Charleston area, with $100 to $300 per hour pricing, and the honest trade-offs are lower review count and limited services compared to larger firms.

Pros

  • Simplifies complex topics
  • Thorough in planning
  • Strong retirement focus

Cons

  • Lower review count
  • Limited services compared to larger firms
Best forSimplifying financial planning
Service areaNorth Charleston area
Typical pricing$100 to $300 per hour
6

Strategic Retirement Solutions

★★★★★5.0(7 reviews)
82Score

Strategic Retirement Solutions has a 5-star rating from 7 reviews. Clients commend their expertise in retirement planning and the personalized attention they receive. However, the small number of reviews may limit the overall reliability of 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 retirement planning. It serves North Charleston and nearby areas, with $1,000 to $5,000 for comprehensive planning pricing, and the honest trade-offs are limited number of reviews and niche focus may not suit all clients.

Pros

  • Expertise in retirement planning
  • Personalized attention
  • Client-centered approach

Cons

  • Limited number of reviews
  • Niche focus may not suit all clients
Best forRetirement planning
Service areaNorth Charleston and nearby areas
Typical pricing$1,000 to $5,000 for comprehensive planning
Before you book

How to choose a financial advisor in North Charleston

Selecting a financial advisor requires careful consideration of several factors to ensure they meet your specific needs. Here are key points to guide your decision.

Check Credentials

Verify the advisor's qualifications, certifications, and experience in the financial industry.

Understand Fee Structures

Inquire about how advisors charge for their services, flat fees, commissions, or a percentage of assets managed.

Read Reviews

Look for feedback from previous clients to gauge satisfaction and the advisor's reliability.

Assess Communication Style

Ensure the advisor's communication style aligns with your preferences for a smooth working relationship.

What it costs

What financial advisors cost in North Charleston

Financial advisor fees can vary widely based on services offered and the advisor's experience. Understanding the costs can help you budget appropriately.

Hourly Rate$100 to $300 per hour, depending on the advisor's expertise.
Flat Fees$1,000 to $5,000 for comprehensive financial planning services.
Percentage of AssetsTypically 0.5% to 1% of assets under management annually.
Retainer Fees$2,000 to $10,000 per year for ongoing advisory services.

Frequently asked questions

How much does financial advising cost in North Charleston?

Costs can range from $100 to $300 per hour, or $1,000 to $5,000 for comprehensive planning services.

What should I look for in a financial advisor?

Look for credentials, fee structures, client reviews, and a communication style that suits you.

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: Cornerstone Insurance Services and Wealth Advisory

The top choice for financial advising in North Charleston is Cornerstone Insurance Services and Wealth Advisory, praised for its personalized service and comprehensive planning. First Command Financial Advisor - Jack Hutson offers great value and education, while First Command District Advisor - Bernie Still excels in clear communication and dedication to client success.