Top financial advisors in Myrtle Beach, SC
We’ve curated a list of the best financial advisors in Myrtle Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$233,411,040
Number of advisors
6 advisors
| $233,411,040 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Myrtle Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Myrtle Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Carolina Wealth Advisors
Carolina Wealth Advisors, LLC, operating as Carolina Wealth Advisors, is an SEC-registered investment adviser based in Myrtle Beach, South Carolina, established in 2017. The firm offers financial planning, portfolio management, and pension consulting services personalized to individual clients. They do not sponsor or manage wrap fee programs and have $293,814,117 in discretionary assets under management. Clients are not required to have a minimum account size. The firm charges hourly fees of $500-$1,000 for financial planning and an annual fee not exceeding 2.0% of assets under management for portfolio management. CWA receives benefits from Schwab in the form of support services, research, and technology. They do not participate in proxy voting and do not disclose any disciplinary events. The firm exercises limited custody over client funds and does not participate in class action lawsuits or trade error correction procedures. Client confidentiality is a top priority, and CWA has policies in place to protect customer information in compliance with the Gramm-Leach-Bliley Act. Clients receive an annual privacy policy notice. For more information, clients can contact Christy L. Horlacher, Chief Compliance Officer, at (843) 448-4425.
$233,411,040 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Myrtle Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Myrtle Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.