Firm
Runey & Associates Wealth Management
Mount Pleasant, South Carolina
Fee-only
Facts
| Based in | Mount Pleasant, South Carolina |
|---|---|
| Website | raawealth.com |
| [email protected] | |
| Phone | (843) 654-1211 |
Runey & Associates Wealth Management 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 | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"Up to $1M 1.25%" source
"Thus, we have a $1M minimum of investable assets." source
"The costs you pay are based on total investable assets, starting with $1M of 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 · Fixed fees |
|---|---|
| Assets managed | $105 million |
| Individual clients | 72 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 171271 |