Advisor.com
15yrs
More experience than 51% of advisors in South Carolina
About the firm
A registered investment advisory firm based in Charleston, South Carolina. It manages about $127 million for roughly 426 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Other fees
Typical client size ?$297,701
Assets under management ?$127 million
Individual clients426
Median years of experience9
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Advisors at Advisor.com
3Advisors
9Median years of experience
2States with offices
–Offices
Also known as
Advisor Wealth Management · Summit Wealth Group · Advr, LLC · Advr, Inc.
About Advisor.com
How do I contact Advisor.com?
Call the main office at 843-284-6261. The main office is at 525 King Street Suite B, Charleston, SC 29403.
How is Advisor.com paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Advisor.com offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers, Other services.
How many advisors work at Advisor.com?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.