Firm
Daniel Island Wealth Management
Daniel Island, South Carolina
Fee-only
Daniel Island Wealth Management 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 18 individual clients, 11 of them high net worth.
- Its average account is about $462,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Daniel Island, South Carolina |
|---|---|
| Website | danielislandwm.com |
| Phone | (843) 329-7444 |
Daniel Island Wealth Management fees
Daniel Island Wealth Management 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 |
|---|---|
| Assets managed | $25 million |
| Individual clients | 7 |
| High-net-worth clients | 11 |
| Accounts managed | 53 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 331593 |