Financial Advisors
Mt Pleasant, SC
Runey & Associates Wealth Management is a fee-only financial advisory firm in Mt. Pleasant specializing in retirement planning for clients aged 50 and older. Led by CFA® charterholder James B. Runey III and a team including CFP® and CPA professionals, they provide comprehensive financial planning services including retirement income strategy, tax planning, investment management, Social Security optimization, and multigenerational inheritance planning. Their education-based approach emphasizes helping clients understand their financial decisions rather than selling products, with a fiduciary commitment to act in clients' best interests.
Ideal for: Pre-retirees and retirees aged 50+, high-net-worth individuals seeking fee-only advisory, business owners planning succession and inheritance strategies
Service area: Mt. Pleasant, Charleston, and surrounding areas in the Lowcountry
CFA® and CFP® Leadership: Founded and led by CFA® charterholder James B. Runey III with CFP® and CPA professionals on staff, ensuring advanced credentials in financial planning and investment management.
Fee-Only & Fiduciary Structure: Operates on a fee-only basis with no commissions or product sales compensation, maintaining fiduciary duty to provide advice in clients' best interests.
Specialization in 50+ Retirement Planning: Focuses exclusively on retirement planning for those 50 and older, drawing from extensive experience with similar situations and life stages.
Address: 761 Coleman Blvd Suite E, Mt Pleasant, SC 29464
Phone: (843) 654-1211
Website: raawealth.com
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