Steven Mullooly
Mullooly Wealth Planning · Clover, South Carolina
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.
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Specialties
Facts
| Firm | Mullooly Wealth Planning |
|---|---|
| Based in | Clover, South Carolina |
| Fee model | One-time planning fee · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.0M across 15 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 1868602 |
| Exams passed | Series 63 (1988) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mulloolywealthplanning.com |
| Profile |
How Steven's firm compares
- Mullooly Wealth Planning's average account is about $134,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Steven
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.
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
- Mullooly Wealth Planning 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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