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Advisors / South Carolina / Mount Pleasant
20yrs

Michael Kreft

Financial advisor at Palmetto Coast Advisors

Based in Mount Pleasant, South Carolina, Michael Kreft is a fiduciary financial advisor with 20 years of industry experience. Michael joined Palmetto Coast Advisors in 2015, after five years at Concourse Financial Group Securities and a year at Transamerica Financial Advisors. Michael holds the ChFC designation.

One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.

Mount Pleasant, SC 29464ChFCFiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 64% of advisors in Mount Pleasant
Office210 Wingo Way Suite 400, Mount Pleasant, SC 29464
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$705,181
States licensed ?2 states

Services through Palmetto Coast Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
  2. 2011 – 2015
    Concourse Financial Group Securities, Inc.Previously
  3. Sep 2009 – Jan 2011
  4. Feb 2009 – Sep 2009
    Transamerica Financial Advisors, Inc.Previously
  5. Jan 2008 – Sep 2008
    Cetera Advisors LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Palmetto Coast Advisors at (843) 647-7270 and ask for Michael Kreft. Michael works from the Mount Pleasant, SC office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2006, about 20 years. More experience than 64% of advisors in Mount Pleasant.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Palmetto Coast Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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