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Wellspent public graph/Firms/TWENTY FIFTY CAPITAL, LLC
Firm

TWENTY FIFTY CAPITAL, LLC

Mount Pleasant, South Carolina

Fee-only

TWENTY FIFTY CAPITAL, 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 98 individual clients, 13 of them high net worth.
  • Its average account is about $102,000 (assets it manages divided by its 463 accounts).

Specialties Estate & legacy planning

Works with HENRY (High Earners, Not Rich Yet)

Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina

Facts

Based inMount Pleasant, South Carolina
Websitetwentyfiftycapital.com

TWENTY FIFTY CAPITAL, 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.

Account minimumNone

In the firm's words

"No account minimums" 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 byPercentage of assets · Fixed fees
Assets managed$47 million
Individual clients85
High-net-worth clients13
Accounts managed463
Employees1
Planning clients101-250
Financial planningOffered
Form ADV filedMarch 25, 2026
SEC recordCRD 281087

Advisors at this firm (1)