Firm
Metis Wealth
Bluffton, South Carolina
Fee-only
Metis Wealth at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 461 individual clients, 31 of them high net worth.
- Its average account is about $504,000 (assets it manages divided by its 228 accounts).
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Bluffton, South Carolina |
|---|---|
| Website | metiswealthllc.com |
| Phone | (843) 271-6088 |
Metis 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.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$300 per hour" source
"1.00% annually: $0 - $2,000,000" source
"for clients with $1 million or more in investable assets" 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 · Hourly |
|---|---|
| Assets managed | $115 million |
| Individual clients | 430 |
| High-net-worth clients | 31 |
| Accounts managed | 228 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-132805) |
| Financial planning | Offered |
| Form ADV filed | January 24, 2026 |
| SEC record | CRD 305086 |