Mary Ivy
Gordon Financial · Mount Pleasant, South Carolina
Mary Ivy is a fee-only financial advisor at Gordon Financial in Mount Pleasant, South Carolina, who holds the CFP credential. Mary charges a percentage of assets, a one-time planning fee, hourly fees and an ongoing planning fee (one-time plans from $3,000 and 1% a year on the first tier of assets managed).
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Facts
| Firm | Gordon Financial |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model | Percentage of assets · One-time planning fee · Hourly · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $3,000 · 1% a year on the first tier of assets managed |
| Assets under management | $49.9M across 111 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 5652790 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gordonfinancialplanners.com |
How Mary's firm compares
- A one-time plan starts at $3,000, above the US median of $2,000 for fee-only firms that publish prices.
- Gordon Financial's average account is about $449,000, from its Form ADV (assets managed divided by 111 accounts).
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Questions about Mary
Is Mary Ivy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Gordon Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary charges a percentage of assets, a one-time planning fee, hourly fees and an ongoing planning fee.
How much does Mary charge?
According to Gordon Financial's website, checked October 30, 2026: one-time plans from $3,000; 1% a year on the first tier of assets managed.
Where is Mary Ivy based?
Mary Ivy is based in Mount Pleasant, South Carolina.
What credentials does Mary Ivy hold?
Mary Ivy holds the CFP credential.
Is Mary Ivy registered with the SEC?
Yes. Mary Ivy is registered as an investment adviser representative in SC (CRD 5652790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gordon Financial manage?
Gordon Financial reports $49.9M across 111 accounts in assets under management.
How do I contact Mary Ivy?
Through Mary's website, www.gordonfinancialplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gordon Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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