Firm
Hilton Head Financial Advisors
Hilton Head, South Carolina
Fee-only
Hilton Head Financial Advisors at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 172 individual clients, 39 of them high net worth.
- Its average account is about $645,000 (assets it manages divided by its 582 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Hilton Head, South Carolina |
|---|---|
| Phone | (843) 681-8300 |
Hilton Head Financial Advisors fees
Hilton Head Financial Advisors 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 | $375 million |
| Individual clients | 133 |
| High-net-worth clients | 39 |
| Accounts managed | 582 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66568) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 140249 |