Vetted Financial Planners in South Carolina
Find trusted Financial Planners in South Carolina. Each provider has been verified by Autumn and offers a free consultation.
No Financial Planners found in South Carolina
We don't have any financial planners listed in South Carolina yet, but we can help.
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Tell us what you need and we'll match you with a trusted specialist near you for free.
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Tell us what you need
Share your situation and the kind of support you need.
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We find the right fit
We personally find providers near you and recommend the best.
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We make an introduction. No pressure, no cost.
Providers in other parts of South Carolina
Some providers provide services remotely or may be able to assist across South Carolina.
A Hummingbird's Journey
Death Doula
Columbia, SC Greenville, SC Charleston, SC
Dementia Care, Grief Movement, Grief Specialist, Legacy Work, Home Funerals, LGBTQ Allied, Thanatologist
Offers free consultation
Verified by Autumn
Claudia Sokoloff
Death Doula
Charleston, SC Columbia, SC Greenville, SC
Aromatherapy, Guided Imagery, Legacy Work, LGBTQ Allied, Massage Therapy, Reiki
Offers free consultation
Verified by Autumn
The Life & Death Coach
Death Doula
Mt Pleasant Charleston Greater South Carolina
As an End of Life Coach, I work to enhance and compliment medical care often stretched impossibly thin.
Offers free consultation
Verified by Autumn
Try nearby areas
Are you a financial planner in South Carolina?
Join AutumnTypes of Post-Loss Financial Planning Services in South Carolina
Inheritance and asset integration planning
Retirement income planning after a spouse's death
Beneficiary designation review and updates
Insurance policy review and proceeds planning
Investment portfolio restructuring after a loss
Social Security survivor benefit optimization
Long-term financial goal setting after loss
Frequently Asked Questions about Financial Planners
A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.
The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.
Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.
Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.
Why Choose Autumn
Financial credentials and post-loss specialization confirmed
Find planners experienced in inheritance transitions, not just general wealth management
Compare fee structures — fee-only, hourly, and AUM-based planners all listed
Advisors listed who work with surviving spouses and estate beneficiaries
Many offer free consultations before any financial decisions are made
Trusted by families rebuilding their financial lives after loss