Financial Advisors
Mt Pleasant, SC
ACT Advisors Wealth Management is a fee-only, fiduciary financial planning and investment management firm serving successful families, executives, and professionals in the Mount Pleasant area. Founded on the principle of putting client interests first without commissions or product sales, they specialize in complex financial situations including executive compensation planning, tax-efficient strategies, retirement planning, and wealth transfer for high-net-worth clients. Their integrated approach coordinates investments, taxes, estate planning, and legacy goals while leveraging technology and specialist partnerships to deliver personalized guidance.
Ideal for: Senior executives with complex compensation, successful families with significant assets, retirees seeking validation of retirement readiness, credit union executives with specialized benefit packages
Service area: Mount Pleasant, Charleston area, and South Carolina Lowcountry
Fee-Only Fiduciary Model: No commissions, no product sales, no conflicts of interest—every recommendation is tied to your financial goals, not revenue targets. This alignment ensures advice prioritizes your wealth, not their compensation.
Specialist in Complex Finances: Focused expertise in executive compensation (stock options, RSUs, deferred plans), credit union benefit packages, and significant wealth management. They dig into tax returns and benefit structures to uncover opportunities most advisors miss.
Long-Term Relationship, Not Transactions: Ongoing quarterly reporting, proactive portfolio management, and ready access to advisors for guidance—not one-time planning. Many clients have partnered with them for 15+ years through market cycles and major life events.
Address: 1156 Bowman Rd #200, Mt Pleasant, SC 29464
Phone: (843) 266-2622
Website: act-advisors.com
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