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Firm

Black Dog Financial Planning LLC

Mount Pleasant, South Carolina

Fee-only

Black Dog Financial Planning LLC at a glance

  • One of 131 fee-only firms based in South Carolina in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 24 individual clients.
  • Its average account is about $188,000 (assets it manages divided by its 28 accounts).

Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina

Facts

Based inMount Pleasant, South Carolina

Black Dog Financial Planning LLC fees

Black Dog Financial Planning LLC 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$5 million
Individual clients24
Accounts managed28
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedMarch 31, 2026
SEC recordCRD 307369

Advisors at this firm (1)