Firm
Charleston Wealth Advisors
Mount Pleasant, South Carolina
Fee-only
Charleston Wealth Advisors 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 73 individual clients, 37 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 263 accounts).
- 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 | Mount Pleasant, South Carolina |
|---|---|
| Website | charlestonwealth.com |
| [email protected] | |
| Phone | (843) 628-2892 |
Charleston Wealth Advisors 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.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Flat fee · Percentage of assets |
In the firm's words
"The flat fee starts at $2,000." source
"AUM fee starts at 1% and decreases based on total assets under management." source
"The flat fee starts at $2,000." source
"Clients can pay a flat fee based on the scope of services for financial planning." 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 | $81 million |
| Individual clients | 36 |
| High-net-worth clients | 37 |
| Accounts managed | 263 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 319565 |