Firm
Mullooly Wealth Planning
Clover, South Carolina
Fee-only
Mullooly Wealth Planning 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 11 individual clients.
- Its average account is about $134,000 (assets it manages divided by its 15 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 | Clover, South Carolina |
|---|---|
| Website | mulloolywealthplanning.com |
| Phone | (803) 272-1003 |
Mullooly Wealth Planning fees
Mullooly Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 11 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 324792 |