Firm
Loveland & Bastian Financial Services Group
Mt. Pleasant, South Carolina
Fee-only
Loveland & Bastian Financial Services Group at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 170 individual clients, 17 of them high net worth.
- Its average account is about $494,000 (assets it manages divided by its 170 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Mt. Pleasant, South Carolina |
|---|---|
| Phone | (843) 884-3002 |
Loveland & Bastian Financial Services Group fees
Loveland & Bastian Financial Services Group 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 |
|---|---|
| Assets managed | $84 million |
| Individual clients | 153 |
| High-net-worth clients | 17 |
| Accounts managed | 170 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | July 5, 2026 |
| SEC record | CRD 135255 |