The Institute for the Fiduciary Standard

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Charleston Financial Advisors, LLC

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Charleston Financial

Charleston Financial Advisors, LLC

4 N Atlantic Wharf, Suite 200
Charleston, SC 29401

843-722-3331
[email protected]
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

Allan Slider

 

Allan Slider, founder of FeeOnlyNetwork.com and a good friend of the Institute is interviewed by Kevin Price, Host of the Price of Business Show.

Slider explains in this interview why only 2% of financial advisors—those that are “fee-only”—can offer unbiased financial advice, free from the conflicts of commission, and are held to the highest standard of fiduciary care.

Carolyn McClanahan

 

"With the advent of 401(k)s and the decimation of pension plans to ensure financial security in old age, a fiduciary standard is more important than ever. The public needs to be confidant that advisors helping them plan for their retirement years always and only act in their best interest as a fiduciary. I'm happy to endorse organizations such as the Institute for the Fiduciary Standard that promote protections for those who need to secure their financial future."

- Carolyn McClanahan, Founder of Life Planning Partners