Waypoint Strategic Advisors, a reputable local investment advisory firm based in Summerville, SC, is dedicated to providing exceptional financial guidance to its clients. With a team of eight highly skilled professionals, all of whom specialize in investment advisory services, Waypoint ensures personalized attention and expert advice for each client. On average, their investment advisors oversee approximately $86,330,000 in assets under management, aligning with the industry average. Waypoint's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to their clients' financial planning. With over 380 individual clients, Waypoint manages a substantial portfolio of over $114,900,000 in assets. Notably, nearly half of their assets under management stem from employer 401Ks and individual accounts, highlighting their strong expertise in this particular domain. With four strategically located offices, Waypoint Strategic Advisors is well-positioned to serve clients throughout the Summerville area and beyond. The firm boasts a team of seasoned advisors, including Richard Coakley, Matthew Coakley, and Joe Young, who bring extensive experience and a deep understanding of the financial industry to their roles. Whether clients seek guidance for retirement planning, wealth management, or other investment strategies, Waypoint Strategic Advisors is committed to delivering comprehensive, tailored solutions. By combining their industry expertise, local presence, and client-focused approach, Waypoint ensures that each individual receives the highest level of financial advice and support.

Fusion Capital, LLC is a highly reputable investment advisory firm headquartered in Mt. Pleasant, SC, serving a diverse clientele of over 620 individual clients. With assets under management totaling a staggering $273,665,000, Fusion Capital boasts an impressive track record in effectively managing and growing their clients' investments. As a small yet dynamic firm, Fusion Capital operates from three offices strategically located to provide personalized services to their valued clients. Their expertise lies in handling employer 401Ks and individual portfolios, with nearly half of their assets under management originating from these sources. This extensive experience enables Fusion Capital to offer tailored investment solutions that align with their clients' financial goals. With 100% of their managed assets falling under the discretionary category, Fusion Capital ensures flexibility and autonomy in making investment decisions on behalf of their clients. The firm's compensation structure incorporates various methods, including a percentage of assets under management, fostering a mutually beneficial relationship based on shared success. Fusion Capital maintains a dedicated team of seven professionals, with three experts specializing in investment advisory services. Each investment advisor oversees an average of approximately $91,220,000 in assets under management, demonstrating their ability to handle substantial portfolios effectively. Notably, the firm takes pride in the longevity of their advisors, with Clint Martin, Jason Mengel, and Daniel Webster among the most tenured and respected professionals within the organization. With an unwavering commitment to delivering exceptional results and a strong focus on client satisfaction, Fusion Capital, LLC has established itself as a trusted partner in helping individuals and organizations achieve their financial objectives.

Eagles Coast Wealth Management, LLC is a highly regarded investment advisory firm operating in Charleston, SC. With four conveniently located offices, they are well-positioned to serve clients in the region. The company prides itself on its team of six dedicated professionals, five of whom specialize in providing comprehensive investment advisory services. With an impressive average of $5,080,000 in assets under management per investment advisor, Eagles Coast Wealth Management, LLC has established a strong track record of delivering exceptional financial guidance. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management. One key area of expertise for the firm lies in managing employer 401Ks and individual portfolios, which collectively constitute around half of their assets under management. Their extensive experience in this sector has earned them a reputation for excellence. Eagles Coast Wealth Management, LLC primarily operates on a discretionary basis, as 99% of the assets they manage fall under this category. This discretionary approach allows them to make informed investment decisions on behalf of their clients, maximizing growth potential while mitigating risk. The firm serves a substantial client base, boasting over 100 individual clients and managing assets exceeding $25,375,000. Among the notable advisors with extensive tenure at Eagles Coast Wealth Management, LLC are Cheryl Blakey, Paul Martin, and Ilya Falkovich. These seasoned professionals bring a wealth of knowledge and expertise to the firm, further enhancing its ability to provide top-tier investment advisory services.

Apollon Financial, LLC is a reputable investment advisory firm headquartered in Mount Pleasant, SC. With a dedicated team of nine employees, including four experienced investment advisors, Apollon Financial offers comprehensive financial guidance and portfolio management services. Backed by their extensive expertise and commitment to excellence, the firm has established itself as a trusted partner for clients seeking to maximize their investment potential. Apollon Financial manages an impressive average of approximately $29,070,000 in assets under management per investment advisor. Their compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible approach tailored to each client's needs. The firm proudly serves over 190 individual clients, with a combined total of more than $146,637,000 in assets under management. Notably, Apollon Financial has gained significant expertise in managing assets from employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. Their extensive experience in this space enables them to provide valuable insights and tailored strategies to optimize clients' retirement savings. With four offices strategically located, Apollon Financial caters to a diverse clientele throughout the Mount Pleasant area. The firm's success can be attributed, in part, to the exceptional leadership of registered advisors Bradley Schaffnit and Maureen James, who bring years of industry experience and dedication to client satisfaction. Overall, Apollon Financial, LLC stands out as a distinguished investment advisory firm, committed to delivering personalized financial solutions and driving long-term success for their valued clients.

Wildes Financial Strategies, Inc is a small investment advisory firm based out of Georgetown, SC. With a single office, the firm is committed to providing comprehensive financial solutions to its clients. Led by Jeffrey Wildes, one of the longest tenured registered advisors since 2017, the company boasts a team of six dedicated professionals, two of whom specialize in investment advisory services. With an average of $50,030,000 in assets under management per investment advisor, Wildes Financial Strategies, Inc maintains an industry-average position in terms of assets managed. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm's expertise shines through their experience in managing employer 401Ks and individual assets, accounting for approximately half of their assets under management. As a discretionary asset manager, Wildes Financial Strategies, Inc has full authority to make investment decisions on behalf of their clients, ensuring a seamless and efficient investment process. They proudly serve a diverse clientele, boasting a client base of over 330 individuals who entrust the firm with more than $100,063,000 in assets under management. Driven by a commitment to exceptional financial strategies and client satisfaction, Wildes Financial Strategies, Inc strives to deliver personalized investment solutions tailored to each client's unique goals and objectives. With their deep industry knowledge and dedication to providing comprehensive financial guidance, the firm remains a trusted partner for individuals and employers seeking expert advisory services.