Best Financial Advisors in BLUFFTON, South Carolina
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$199M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in BLUFFTON
#1
100
OAK ADVISORS, LLC
BLUFFTON, SC · Since 2005
$285M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100
TIDAL CREEK CAPITAL ADVISORS
BLUFFTON, SC · Since 2026
$126M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
THE BEDMINSTER GROUP
BLUFFTON, SC · Since 2001
$199M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
METIS WEALTH MANAGEMENT & PLANNING LLC
BLUFFTON, SC · Since 2025
$115M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
COASTLINE COMPLETE WEALTH LLC
BLUFFTON, SC · Since 2025
$214M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BLUFFTON?
The median advisory fee in BLUFFTON, SC is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.