Firm
Advisor.com
Charleston, South Carolina
Fee-only
Facts
| Based in | Charleston, South Carolina |
|---|---|
| Website | awm.co |
| Phone | (843) 284-6261 |
Advisor.com fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,750 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee |
In the firm's words
"$3,750 flat fee + 0.50% investment mgmt fee (assets above $500K only)" source
"just 0.50% on managed assets above $500,000." source
"Minimum Assets Required $0" source
"A low, fixed fee of $3,750, plus a small investment management fee only when it makes sense" source
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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 403 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 318823 |