Firm
Convergent Financial Group
Mount Pleasant, South Carolina
Fee-only
Convergent Financial Group at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 210 individual clients, 49 of them high net worth.
- Its average account is about $195,000 (assets it manages divided by its 370 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | convergentfg.com |
| Phone | (843) 972-4402 |
Convergent Financial Group fees
Convergent Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $72 million |
| Individual clients | 161 |
| High-net-worth clients | 49 |
| Accounts managed | 370 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 290052 |