user avatar

Eugene Sanders

Advisor at Carolina Qualified Retirement Plan Advisers, LLC

Updated today
Carolina Qualified Retirement Plan Advisers, LLC logo

Firm

Carolina Qualified Retirement Plan Advisers, LLC

Location

Wadmalaw Island, SC

Credentials

Series 65

Industry experience

13 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Fixed project fee may be offered for retirement plan advisory services (specific amounts not stated)

Percentage

$0+: Retirement plan advisory fees range from 0.50% to 0.05% annually depending on size and complexity $0+: Investment advisory fees for individuals range from 0.80% to 0.25% annually depending on size and complexity

Project-based

$350 per hour for retirement plan services on an as-needed basis

Other

Account minimum: $6,000 minimum annual fee for qualified plans (may be negotiable) Minimum fee: Minimum annual fee of $6,000 for retirement plan advisory services Fee-only: Yes, fee-only advisory firm, compensated solely by clients, no commissions or other compensation from third parties

Work history

Carolina Qualified Retirement Plan Advisers, LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Myles B

CFP®

Charleston, SC

Charleston Financial Advisors, LLC

Charleston Financial Advisors, LLC was founded as a fee only firm in 1986, almost 40 years agp. Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC. Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.

General retirement planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)

Hannah R

CFP®, Series 66

Daniel Island, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Active portfolio management

Mary C

Series 63, Series 65

Mount Pleasant, SC

Merrill

Mary Condon Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience. She specializes in providing wealth management recommendations to affluent individuals and families, corporate executives, business owners, and nonprofit organizations. Her investment approach focuses on carefully determining clients' goals and developing asset allocations that align with their objectives, utilizing customized portfolios including stocks, bonds, cash, and alternative investments. Mary earned her bachelor's degree from Clemson University and holds the Personal Investment Advisor (PIA) designation. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, and portfolio management services. She also serves as President of Merrill Women's Exchange for the Southeast Coastal South Carolina market. In addition to her professional work, Mary is active in her community through involvement with Bishop England High School and Christ Our King Church. She is married with four children and enjoys boating, fishing, golfing, reading, traveling, and spending time with her family.

Wealth management Private / alternative investments Charitable giving & philanthropy General retirement planning Retirement income strategy Executive Founder/Business Owner Women Professionals Married/Couples/Partners Parents

Kirk W

Series 66

Mount Pleasant, SC

Merrill

Kirk Weichsel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients integrate multiple aspects of their financial lives by developing customized financial strategies and investment portfolios aimed at meeting their goals and objectives. His client focus includes family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kirk holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and, for institutional clients, the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor® (CPFA®) credentials. He also possesses internal Merrill Lynch designations focusing on Captive Insurance, Not-For-Profit Institutions, and Merrill Institutional Consulting™ (MIC). Kirk earned an MBA from Duke University and a mechanical engineering degree from Texas A&M University. Prior to joining Merrill Lynch Wealth Management in 2005, he spent fifteen years as a management consultant developing trading and risk management capabilities for major investment banks and global energy companies. Outside of his professional work, Kirk is involved in the Charleston sailing community and is a member of the Charleston Ocean Racing Association. He enjoys boating, pickleball, fly fishing, tennis, and spending time with his family in Mt. Pleasant, South Carolina. He also volunteers with local organizations as part of his commitment to community participation.

Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting

Melissa H

CFP®, Series 63, Series 66

Charleston, SC

Fidelity

Melissa Horne is the Vice President, Wealth Planner at Fidelity Investments, where she specializes in working with high net worth individuals and families. In her role, she focuses on helping clients preserve and grow their wealth with intention, aligning financial strategies with personal values, family goals, and long-term legacy plans. She emphasizes delivering clarity, structure, and confidence across all aspects of a client's financial life. Her professional experience includes positions as a Financial Consultant at Fidelity Investments from 2022 to 2023, a Senior Registered Associate at Morgan Stanley from 2020 to 2022, and an Equity Salestrader at Deutsche Bank from 2005 to 2018. Outside of her professional career, Melissa has personal interests in boating, cars, concerts, food, and traveling.

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer
user avatar

Palmer S

Series 63, Series 65

Mount Pleasant, SC

Merrill

Palmer Skoglund is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as a bond trader specializing in mortgage-backed securities, US Treasury notes, and fixed-income portfolio risk analysis for large institutions. In 1998, Palmer transitioned to a financial advisory role at Merrill, bringing extensive market experience through varying economic cycles. He focuses on helping clients navigate their financial lives with strategies that provide comfort during changing market conditions and life events. Palmer's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Washington & Lee University. Committed to the Merrill tradition of community involvement, Palmer volunteers with local organizations. Outside of work, he enjoys hiking, spending time with his family, playing tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Women Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")