Financial Advisors · Summerville, SC/Updated June 13, 2026
The Best Financial Advisors in Summerville, SC
Navigating financial decisions is crucial for residents of Summerville. Our rankings highlight the best local advisors for your unique needs.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceScipio Financial – Terry Scipio, CLU®
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Summerville-metro financial advisors businesses evaluated, top 7 ranked by Vetted Score.
In Summerville, SC, the market for financial advisors is still building trust, with only 10 providers evaluated and 7 ranked here. The density of offerings means that while options are available, many firms have not yet established a strong reputation, as evidenced by the thin review bases across the board.
This ranking was developed through a rigorous process that considers customer feedback and overall ratings. With a combined total of 153 reviews, our list showcases the top performers in the area, ensuring you find a reliable advisor to help manage your financial future.
10financial advisors evaluated in Summerville
4.97average rating across the field
153customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a perfect rating of 5 stars from 107 reviews, Scipio Financial to Terry Scipio, CLU® is highly regarded for its thorough approach to financial planning.
We evaluated financial advisors in Summerville based on their ratings and the number of reviews from clients. Each business's Vetted Score reflects real user experiences and is updated monthly to ensure accuracy.
No business pays for placement in our rankings. Our transparent methodology allows you to trust that the advisors listed here are the ones most recommended by local clients.
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 107 reviews, Scipio Financial to Terry Scipio, CLU® is highly regarded for its thorough approach to financial planning. Clients appreciate Terry's personalized service and expertise in investment strategies. However, this level of service may come at a premium, so be prepared for potentially higher fees than some competitors.
Pros
Highly rated with numerous reviews
Personalized financial planning
Strong expertise in investments
Cons
Potentially higher fees
Limited availability for new clients
Best forComprehensive financial planning and investment strategies
First Command Financial Advisor - Dave Thompson, CFP® holds a 5-star rating from 21 reviews, showcasing a strong reputation in the community. Clients commend Dave for his proactive approach to wealth management and retirement planning. A downside is the limited number of reviews, making it harder to gauge consistency in service.
Hollifield Financial Group, LLC has a strong 4.8-star rating from 17 reviews. Clients often highlight the firm's tailored financial strategies and friendly service. While the reviews are promising, the lower number compared to the top two firms may leave some potential clients wanting more assurance before proceeding. 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 strategies and personal service. It serves Summerville, SC, with $100 to $300 per hour pricing, and the honest trade-offs are smaller review base and less recognition than top competitors.
Pros
Tailored financial strategies
Friendly service
Good client interaction
Cons
Smaller review base
Less recognition than top competitors
Best forTailored financial strategies and personal service
Compass Investment Advisors, LLC has a 5-star rating from just 4 reviews. Clients appreciate the personalized attention and investment guidance. However, with such a thin review base, it is difficult to determine the consistency of service over time. Consider this firm if you prefer a boutique experience. 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 boutique investment advisory services. It serves Summerville, SC, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and unproven track record.
Koebel Investment & Financial holds a 5-star rating from only 2 reviews. While clients praise the professionalism and knowledge of the advisor, the extremely limited feedback may raise concerns about the firm's reliability. If you seek a fresh perspective, this could be an option, but be aware of its unproven status.
Julie Hucks - Financial Advisor, Ameriprise Financial Services, LLC has a perfect rating of 5 stars from just 1 review. Clients appreciate her expertise and personalized approach, but the lack of multiple reviews makes it hard to assess her service's consistency. Consider reaching out for a consultation if you prefer a personalized touch.
Cornerstone Financial Strategies also has a 5-star rating from a single review. Clients report satisfaction with the service received, but like other firms with few reviews, it is difficult to gauge overall performance. This option might be suitable for those looking for a fresh advisor experience. 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 a new advisor. It serves Summerville, SC, with $150 to $400 per hour pricing, and the honest trade-offs are only one review and limited insight into service quality.
Selecting a financial advisor is a significant decision. Here are key factors to consider in Summerville to help you make an informed choice.
Check for local licensing
Ensure your advisor is licensed to operate in South Carolina, which adds a layer of credibility and compliance.
Consider response times
Look for advisors who can accommodate your schedule and respond quickly to inquiries, especially in a growing market.
Evaluate their service area
Some advisors may only serve specific regions. Confirm they can meet your needs based on your location in Summerville.
What it costs
What financial advisors cost in Summerville
Financial advisory fees can vary widely based on the services offered. Here’s a breakdown of what you might expect to pay in Summerville.
Hourly RateExpect to pay between $100 to $300 per hour for consultations, depending on the advisor's experience and expertise.
Flat FeesSome advisors charge flat fees ranging from $1,000 to $5,000 for comprehensive financial planning services.
Asset-Based FeesMany advisors charge a percentage of assets under management, typically between 0.5% to 1% annually.
Retainer FeesA retainer model may require an upfront payment of $2,000 to $10,000 for ongoing services throughout the year.
Frequently asked questions
How much does financial advising cost in Summerville?
The cost of financial advising can vary widely, but many advisors in Summerville charge fees based on a percentage of assets under management, typically ranging from 0.5% to 1%. Some may offer flat fees or hourly rates, generally between $150 to $400.
What should I look for in a financial advisor?
In Summerville, seek out advisors with strong reviews and a proven track record. Consider their specialty areas, such as retirement planning or investment management, to ensure they align with your financial goals.
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 Summerville residents: <strong>Scipio Financial to Terry Scipio, CLU®</strong>
If you want the best overall service, Scipio Financial to Terry Scipio, CLU® is your go-to. With 107 reviews and a perfect rating of 5 stars, Terry Scipio is well-established and trusted in the community. For those who prefer a more personalized approach, First Command Financial Advisor - Dave Thompson, CFP® offers a solid alternative, holding the same 5-star rating but with fewer reviews, indicating a more intimate, tailored service. Finally, if you are looking for emerging talent, Hollifield Financial Group, LLC with its 4.8-star rating is promising but unproven, making it a potential fit for clients willing to take a chance on a less-established advisor.
Cityvetted
