Firm
Mavericus Retirement Services
Georgetown, South Carolina
Fee-only
Mavericus Retirement Services at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 21 of them high net worth.
- Its ongoing planning fee starts at $1,700 a year, below the South Carolina median of $3,600.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Georgetown, South Carolina |
|---|---|
| Website | mavericusretirement.com |
| [email protected] | |
| Phone | (843) 833-7283 |
Mavericus Retirement Services fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,700 a year |
|---|---|
| One-time plan | From $7,000 |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"$1,700 per year payable in a lump sum the first year" source
"Retirement Readiness Engagement : $7,000" source
"$1,700 per year payable in a lump sum the first year and in two semi-annual payments of $850 from the second year on." 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 | Fixed fees |
|---|---|
| Individual clients | 0 |
| High-net-worth clients | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 321951 |