Wells Fargo Advisors
37yrs
Top advisor by experience in Okatie
Financial advisors in Okatie, SC
Looking for a financial advisor in Okatie, SC? We list 14 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
14Advisors with offices here
29Median years of experience
64%Fiduciary advisors?
10Firms represented
Largest firms here: Wells Fargo Advisors (3), Fee-Only Financial Planning, L.c. (3), Ameritas Advisory Services, LLC (1).
Nearby: Bluffton, Hilton Head Island, Port Royal, Beaufort, Ridgeland, Hardeeville, Daufuskie Island.
Fee-Only Financial Planning, L.c.
37yrs
Top 6% by experience in South Carolina
VAN Grouw Advisors
35yrs
Top 7% by experience in South Carolina
Mercer Global Advisors
34yrs
Top 5% by experience at Mercer Global Advisors
AE Wealth Management
34yrs
Top 3% by experience at AE Wealth Management
Wells Fargo Advisors
32yrs
Top 12% by experience in South Carolina
Rockport Wealth Advisors
29yrs
Top 18% by experience in South Carolina
Minas Wealth Management
25yrs
More experience than 73% of advisors in South Carolina
Wells Fargo Advisors
25yrs
More experience than 73% of advisors in South Carolina
MML Investors Services
23yrs
More experience than 70% of advisors in South Carolina
Edward Jones
8yrs
8 years in the industry
Fee-Only Financial Planning, L.c.
5yrs
5 years in the industry
Fee-Only Financial Planning, L.c.
4yrs
4 years in the industry
Ameritas Advisory Services
4yrs
4 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.