843-722-3331
bill@charlestonfinancial.net
www.charlestonfinancial.net

Services

Charleston Financial Advisors offers comprehensive wealth management, investment management, and financial planning. Charleston Financial Advisors will work with clients remotely. There are digital platform (robo) services available.

Compensation methods accepted
Assets Under Management (AUM)
Hourly
Fixed fee based on assets or financial circumstances

Required education for senior advisors in the firm
CFP® (Certified Financial Planner)
Advanced education in finance or related area

Link to SEC/state registration
https://www.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=427311