Firm
Headland Capital
Mt. Pleasant, South Carolina
Fee-only
Headland Capital at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 10 advisors are listed here; 2 of 10 hold the CFP.
- Its Form ADV reports 19 employees and 637 individual clients, 116 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 2,281 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mt. Pleasant, South Carolina |
|---|---|
| Website | headland.capital |
| Phone | (843) 388-4300 |
Headland Capital fees
Headland Capital 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 | $559 million |
| Individual clients | 521 |
| High-net-worth clients | 116 |
| Accounts managed | 2,281 |
| Employees | 19 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130923) |
| Financial planning | Offered |
| Form ADV filed | June 24, 2026 |
| SEC record | CRD 332277 |