Firm
William B. Walkup & Associates
Columbia, South Carolina
Fee-only
William B. Walkup & Associates at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 51 individual clients, 18 of them high net worth.
- Its average account is about $2.7 million (assets it manages divided by its 65 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Columbia, South Carolina |
|---|---|
| Phone | (803) 462-9395 |
William B. Walkup & Associates fees
William B. Walkup & Associates 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 |
|---|---|
| Assets managed | $178 million |
| Individual clients | 33 |
| High-net-worth clients | 18 |
| Accounts managed | 65 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-126904) |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 135533 |