Firm
Hilton Head Capital Partners
Hilton Head Island, South Carolina
Fee-only
Hilton Head Capital Partners at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 6 employees and 646 individual clients, 95 of them high net worth.
- Its average account is about $299,000 (assets it manages divided by its 1,370 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Hilton Head Island, South Carolina |
|---|---|
| Website | hiltonheadcapitalpartners.com |
| Phone | (843) 790-7573 |
Hilton Head Capital Partners fees
Hilton Head Capital Partners 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 | $410 million |
| Individual clients | 551 |
| High-net-worth clients | 95 |
| Accounts managed | 1,370 |
| Employees | 6 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-130275) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 299375 |