Firm
Flowrate Financial, LLC
Mount Pleasant, South Carolina
Fee-only
Flowrate Financial, LLC 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 Form ADV reports 1 employee and 11 individual clients, 2 of them high net worth.
- Its average account is about $190,000 (assets it manages divided by its 45 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | flowratefinancial.com |
| [email protected] | |
| Phone | (843) 592-5146 |
Flowrate Financial, LLC fees
Flowrate Financial, 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 | $9 million |
| Individual clients | 9 |
| High-net-worth clients | 2 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 328235 |