# Steven Mullooly

> Steven Mullooly is a fee-only financial advisor at Mullooly Wealth Planning in Clover, South Carolina, who holds the CFP credential. Steven charges a one-time planning fee and a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/steven-mullooly/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mullooly Wealth Planning
- **Based in:** Clover, South Carolina
- **Fee model:** One-time planning fee; Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.0M across 15 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 1868602 (https://adviserinfo.sec.gov/individual/summary/1868602)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (1988), Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://mulloolywealthplanning.com

## Frequently asked questions

### Is Steven Mullooly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Mullooly Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges a one-time planning fee and a percentage of assets.

### Where is Steven Mullooly based?

Steven Mullooly is based in Clover, South Carolina.

### What does Steven specialize in?

Steven's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.

### What credentials does Steven Mullooly hold?

Steven Mullooly holds the CFP credential.

### Is Steven Mullooly registered with the SEC?

Yes. Steven Mullooly is registered as an investment adviser representative in SC (CRD 1868602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mullooly Wealth Planning manage?

Mullooly Wealth Planning reports $2.0M across 15 accounts in assets under management.

### How do I contact Steven Mullooly?

Through Steven's website, mulloolywealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1868602): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mulloolywealthplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.