CHARLESTON FINANCIAL ADVISORS, LLC
SEC RegisteredThe Advice You Need. The Service You Deserve.
About the firm
Charleston Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Charleston, SC. The firm has been fee-only since 1986 and is NAPFA-registered, acting as a fiduciary for its clients. It is independent and not affiliated with or a subsidiary of any other firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management, including holistic financial planning, passive investment management using asset allocation and diversified portfolios, rebalancing, and institutional-level investment advisory services through Dimensional Fund Advisors (DFA).
Who they serve
Hardworking individuals who have accumulated assets through responsible saving, including pre-retirees with $500,000 or more saved, recently retired individuals with over $1,000,000 in assets, those who have inherited funds, individuals who are suddenly single due to widowhood or divorce, and those planning for the next generation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $43M |
| High Net Worth Individuals | 88 | $211M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $6.4M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.00% |
| $500,001 to $1,500,000 | 0.90% |
| $1,500,001 to $3,000,000 | 0.80% |
| $3,000,001 to $5,000,000 | 0.70% |
| $5,000,001 to $7,500,000 | 0.60% |
| Above $7,500,001 | 0.50% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHARLESTON FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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