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.
At a glance
Services through Palmetto Coast Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowPalmetto Coast Advisors, Inc.Current firm
- 2011 – 2015Concourse Financial Group Securities, Inc.Previously
- Sep 2009 – Jan 2011Transamerica Financial Advisors, LLCPreviously
- Feb 2009 – Sep 2009Transamerica Financial Advisors, Inc.Previously
- Jan 2008 – Sep 2008Cetera Advisors LLCPreviously
Contact Michael
(843) 647-7270Palmetto Coast Advisors main office 210 Wingo Way Suite 400Mount Pleasant, SC 29464Office · Get directions LinkedIn pagePalmetto Coast Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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.