Firm
Capital Wealth Group
Columbia, South Carolina
Fee-only
Capital Wealth Group 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 31 individual clients, 11 of them high net worth.
- Its average account is about $206,000 (assets it manages divided by its 116 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Columbia, South Carolina |
|---|---|
| Website | capitalwealthplan.com |
| [email protected] | |
| Phone | (803) 250-6464 |
Capital Wealth Group fees
Capital Wealth Group 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 20 |
| High-net-worth clients | 11 |
| Accounts managed | 116 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 324003 |