Firm
Charleston Financial Advisors, LLC
Charleston, South Carolina
Fee-only
Charleston Financial Advisors, LLC at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 196 individual clients, 88 of them high net worth.
- Its average account is about $408,000 (assets it manages divided by its 643 accounts).
- Its ongoing planning fee starts at $1,000 a year, below the South Carolina median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Charleston, South Carolina |
|---|---|
| Website | charlestonfinancial.net |
| [email protected] | |
| Phone | (843) 722-3331 |
Charleston Financial Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,000 a year |
|---|---|
| One-time plan | From $850 |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"There is a minimum fee of $250 per quarter." source
"Based on the depth of the project, fees generally range from $850-$4,000" source
"Fees are based on the balance of the investment account(s) under management at the end of each quarter." source
"Based on the depth of the project, fees generally range from $850-$4,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $262 million |
| Individual clients | 108 |
| High-net-worth clients | 88 |
| Accounts managed | 643 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-107090) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 137536 |