Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
28yrs
M Wertz is a financial advisor in Charleston, South Carolina, with 28 years in the industry. M joined Yourvalues Wealth Counsel in 2026, after 22 years at Johnson Investment Counsel. M holds the CFP® designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in South Carolina
OfficeCharleston, SC
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Yourvalues Wealth Counsel
Financial planning
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Sep 2026 – nowYourvalues Wealth Counsel, LLCCurrent firm
- 2003 – 2025Johnson Investment Counsel, Inc.Previously
Contact M
(843) 485-7695Yourvalues Wealth Counsel main office Charleston, SCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask M
Tailored to M’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About M
How do I contact M?
Call Yourvalues Wealth Counsel at (843) 485-7695 and ask for M Wertz. M works from the Charleston, SC office.
How long has M been a financial advisor?
M has been in the industry since 1998, about 28 years. Top 18% by experience in South Carolina.
What licenses does M hold?
Series 63. Tap any license on this page to see what it allows.
Is M a fiduciary?
M is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is M paid?
Yourvalues Wealth Counsel reports being paid by hourly fees, flat or fixed fees. Ask M for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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