Firm
Upstate Financial Planning
Simpsonville, South Carolina
Fee-only
Upstate Financial Planning at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 33 individual clients, 5 of them high net worth.
- Its average account is about $376,000 (assets it manages divided by its 33 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Simpsonville, South Carolina |
|---|---|
| Phone | (864) 416-1214 |
Upstate Financial Planning fees
Upstate Financial Planning 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 | $12 million |
| Individual clients | 28 |
| High-net-worth clients | 5 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 321092 |