Firm
D C Voss & Company
Hilton Head Islland, South Carolina
Fee-only
D C Voss & Company 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 57 individual clients, 40 of them high net worth.
- Its average account is about $959,000 (assets it manages divided by its 243 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Hilton Head Islland, South Carolina |
|---|---|
| Phone | (513) 604-2659 |
D C Voss & Company fees
D C Voss & Company 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 · Fixed fees |
|---|---|
| Assets managed | $233 million |
| Individual clients | 17 |
| High-net-worth clients | 40 |
| Accounts managed | 243 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-113225) |
| Financial planning | Offered |
| Form ADV filed | March 7, 2026 |
| SEC record | CRD 123392 |