Firm
Gordon Financial
Mount Pleasant, South Carolina
Fee-only
Gordon Financial 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 29 individual clients, 21 of them high net worth.
- Its average account is about $449,000 (assets it manages divided by its 111 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | gordonfinancialplanners.com |
| Phone | (843) 936-3941 |
Gordon Financial 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.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Hourly · Ongoing planning fee |
In the firm's words
"$0 - $1,000,000 1.00% per year" source
"For $3 ,000, this includes:" source
"We may take hourly or project work on a case-by-case basis." source
"We may take hourly or project work on a case-by-case basis." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 8 |
| High-net-worth clients | 21 |
| Accounts managed | 111 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 174196 |