Firm
Gugle Wealth Advisory LLC
Indian Land, South Carolina
Fee-only
Gugle Wealth Advisory 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 26 individual clients, 15 of them high net worth.
- Its average account is about $299,000 (assets it manages divided by its 172 accounts).
- Its ongoing planning fee starts at $10,000 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 | Indian Land, South Carolina |
|---|---|
| Website | guglewealth.com |
| Phone | (142) 281-8668 |
Gugle Wealth Advisory LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Annually $10,000" source
"from my flat advisory fee, and only from my flat advisory fee" 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 | Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 11 |
| High-net-worth clients | 15 |
| Accounts managed | 172 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 331310 |