Charleston Financial Advisors, LLC

Charleston Financial Advisors, LLC (CRD# 137536) is a financial advisory firm headquartered in Charleston, SC. They manage $111,539,397 in 451 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $247,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Charleston Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Diane H. Blackwelder
CRD#: 2246611
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401
96
Wealthminder
score

Diane Blackwelder (CRD# 2246611) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 20 years of experience in the finance industry. Diane Blackwelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Myles B. Brandt
CRD#: 5637391
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401
93
Wealthminder
score

Myles Brandt (CRD# 5637391) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has over 7 years of experience in the finance industry.

3
William C. Prewitt
CRD#: 1080362
4 North Atlantic Wharf, Suite 200, Charleston, SC 29401
90
Wealthminder
score

William Prewitt (CRD# 1080362) is an Investment Advisor Representative working at Charleston Financial Advisors, LLC in Charleston, SC and has 1 year of experience in the finance industry. William Prewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.