Firm
Southeast Financial Advisors
Greenville, South Carolina
Fee-only
Southeast Financial Advisors 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 2 employees and 303 individual clients.
- Its average account is about $203,000 (assets it manages divided by its 656 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Greenville, South Carolina |
|---|---|
| Website | southeastfinancialadvisors.com |
| Phone | (864) 284-6511 |
Southeast Financial Advisors fees
Southeast Financial Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $133 million |
| Individual clients | 303 |
| Accounts managed | 656 |
| Employees | 2 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-136439) |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 121757 |