Firm
Active Lifestyle Financial Planning
Charleston, South Carolina
Fee-only
Active Lifestyle Financial Planning at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 31 individual clients, 10 of them high net worth.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Charleston, South Carolina |
|---|---|
| Website | activelifestylefinancialplanning.com |
| Phone | (843) 225-2058 |
Active Lifestyle Financial Planning fees
Active Lifestyle Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 21 |
| High-net-worth clients | 10 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 162531 |