Firm
Flip Flops and Pearls, LLC
Mount Pleasant, South Carolina
Fee-only
Flip Flops and Pearls, LLC at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 15 individual clients, 6 of them high net worth.
- Its average account is about $424,000 (assets it manages divided by its 67 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | flipflopsandpearls.com |
| [email protected] | |
| Phone | (843) 329-7545 |
Flip Flops and Pearls, LLC fees
Flip Flops and Pearls, LLC 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 9 |
| High-net-worth clients | 6 |
| Accounts managed | 67 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 307738 |