Firm
Wildes Financial Strategies
Georgetown, South Carolina
Fee-only
Wildes Financial Strategies 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 8 employees and 395 individual clients, 26 of them high net worth.
- Its average account is about $141,000 (assets it manages divided by its 980 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Georgetown, South Carolina |
|---|---|
| Website | wildesfinancialstrategies.com |
| Phone | (843) 485-4371 |
Wildes Financial Strategies fees
Wildes Financial Strategies 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 | $138 million |
| Individual clients | 369 |
| High-net-worth clients | 26 |
| Accounts managed | 980 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121843) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 289496 |