Firm
Wealth Intelligently Navigated
Greer, South Carolina
Fee-only
Wealth Intelligently Navigated at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 7 employees and 398 individual clients, 225 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 1,552 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Greer, South Carolina |
|---|---|
| Website | winwealthadvisors.com |
| Phone | (864) 375-4031 |
Wealth Intelligently Navigated fees
Wealth Intelligently Navigated 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 | $533 million |
| Individual clients | 173 |
| High-net-worth clients | 225 |
| Accounts managed | 1,552 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135630) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 340998 |