Firm
Kinwell
Charleston, South Carolina
Fee-only
Kinwell 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 2 employees and 123 individual clients, 34 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 130 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Charleston, South Carolina |
|---|---|
| Website | kinwell.financial |
| Phone | (843) 308-1639 |
Kinwell fees
Kinwell 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 · Fixed fees |
|---|---|
| Assets managed | $215 million |
| Individual clients | 89 |
| High-net-worth clients | 34 |
| Accounts managed | 130 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128056) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 290449 |