Wealthcare

Wealthcare 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 2 employees and 55 individual clients, 2 of them high net worth.
• Its average account is about $206,000 (assets it manages divided by its 82 accounts).

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

Facts

Wealthcare fees

Wealthcare 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

Advisors at this firm (1)

• William Coscioni

  CFP