Firm
Southbound Wealth LLC
Rock Hill, South Carolina
Fee-only
Southbound Wealth LLC 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 10 individual clients.
- Its average account is about $110,000 (assets it manages divided by its 37 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the South Carolina median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Rock Hill, South Carolina |
|---|---|
| Website | southboundwealth.com |
| [email protected] | |
| Phone | (803) 493-4370 |
Southbound Wealth LLC 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 $3,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Ongoing Planning & Investment Management — from $3,000/year" source
"A single flat fee. No commissions. No hidden costs. Your fee never rises with the market." source
"Ongoing Planning & Investment Management — from $3,000/year" source
"Project-Based or One-Time Plans — Pricing based on the scope of the engagement" 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 10 |
| Accounts managed | 37 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 8, 2026 |
| SEC record | CRD 331701 |