Firm
Continuum Wealth Management
Greenville, South Carolina
Fee-only
Continuum Wealth Management 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 21 individual clients, 13 of them high net worth.
- Its average account is about $451,000 (assets it manages divided by its 101 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 | Greenville, South Carolina |
|---|---|
| Website | continuum-wealth.com |
| Phone | (480) 296-2066 |
Continuum Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.45% to 1% a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our annual fee varies between .45%-1.00% of assets under management, depending on portfolio size." source
"Our annual fee varies between .45%-1.00% of assets under management, depending on portfolio size." source
"Our service is best suited for clients with at least $1,000,000 in investable assets." source
"Our annual fee varies between .45%-1.00% of assets under management, depending on portfolio size." 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 · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 8 |
| High-net-worth clients | 13 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 148844 |