Firm
Flourish Financial Life Planning
Anderson, South Carolina
Fee-only
Flourish Financial Life Planning 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 average account is about $114,000 (assets it manages divided by its 22 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the South Carolina median of $3,600.
- 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 | Anderson, South Carolina |
|---|---|
| Website | flourish-planning.com |
| Phone | (864) 883-9296 |
Flourish Financial Life Planning 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.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"COST: $ 4,800/year + $1,000 initial setup" source
"COST: $1,500" source
"additional fee of 0.50%/year of assets under management" source
"COST: $ 4,800/year + $1,000 initial setup" 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 | $3 million |
| Individual clients | 13 |
| Accounts managed | 22 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 325740 |