Firm
Reflection Asset Management
Isle Of Palms, South Carolina
Fee-only
Reflection Asset Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 70 individual clients.
- Its average account is about $1.9 million (assets it manages divided by its 121 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Isle Of Palms, South Carolina |
|---|---|
| Website | wmnomics.com |
| Phone | (617) 584-4042 |
Reflection Asset Management fees
Reflection Asset Management 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 · Hourly |
|---|---|
| Assets managed | $229 million |
| Individual clients | 70 |
| Accounts managed | 121 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-119521) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 306663 |