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Charleston Financial Advisors, LLC

Financial Advisor serving Charleston, West Virginia · 1 of 2 financial advisors in the area

📍 4, North Atlantic Wharf, Charleston, SC, 29401, Charleston, West Virginia
📞 +1-843-722-••••
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📍 4, North Atlantic Wharf, Charleston, SC, 29401, Charleston, West Virginia

About Charleston Financial Advisors, LLC

Charleston Financial Advisors, LLC is a financial advisor located in Charleston, West Virginia. As a local financial advisor, they serve Charleston and surrounding communities in West Virginia. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Charleston should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the West Virginia securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Charleston

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Charleston may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Charleston

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Charleston?
Financial Advisors in Charleston typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Charleston?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Charleston to choose from.
Does Charleston Financial Advisors, LLC offer free quotes?
Contact Charleston Financial Advisors, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Charleston

NTV ASSET MANAGEMENT, LLC

170 SUMMERS STREET, CHARLESTON, WV 25301

VANDALIA WEALTH

500 CORPORATE LANDING, CHARLESTON, WV 25311