Firm
Carolina Qualified Retirement Plan Advisers
Wadmalaw Island, South Carolina
Fee-only
Carolina Qualified Retirement Plan Advisers 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 7 individual clients.
- Its average account is about $8.5 million (assets it manages divided by its 52 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Wadmalaw Island, South Carolina |
|---|---|
| Website | carolinacorporateplans.com |
| Phone | (843) 209-9230 |
Carolina Qualified Retirement Plan Advisers fees
Carolina Qualified Retirement Plan Advisers 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 | $444 million |
| Individual clients | 7 |
| Accounts managed | 52 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-119139) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 171534 |