Firm
Luther Wealth
North Charleston, South Carolina
Fee-only
Facts
| Based in | North Charleston, South Carolina |
|---|---|
| Website | lutherwealth.com |
| Phone | (502) 386-0750 |
Luther Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.65% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"I am compensated through an Assets Under Management (AUM) fee of 0.65%, invoiced monthly and withdrawn automatically." source
"I am compensated through an Assets Under Management (AUM) fee of 0.65%, invoiced monthly and withdrawn automatically." source
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 | $3 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 296980 |