Fee-OnlyFinder

Jp Wealth Management, INC.

Financial planning in Mt. Pleasant, SC

SEC registeredNo commissions reported

Call (866) 562-6969Send a messageMap ↗

Public-record details

Address
3401 Salterbeck Court, Suite 202, Mt. Pleasant, SC 29466
Phone
(866) 562-6969
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
129475
Registration
SEC registered since 2004-06-24
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$274.0 million
Accounts managed
263
Clients reported (Form ADV 5.D)
71
Individual / high-net-worth clients
0 / 71
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-30

SEC registered investment adviser, CRD 129475, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Mt. Pleasant

Ascension Wealth Advisors, LLC1671 Belle Isle Ave, Suite 110v · Mt. Pleasant, SC 29464 · (615) 584-8326 · Financial planningCRD 153802 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reportedCarroll Investors, INC.1036 Lansing Dr, Suite 102 · Mt Pleasant, SC 29464 · (843) 352-4963 · % of assets managedCRD 311180 · % of assets · $221.4 million AUMSEC registeredNo commissions reportedFusion Capital, LLC1459 Stuart Engals Blvd, Suite 301 · Mt. Pleasant, SC 29464 · (843) 972-0065 · % of assets managedCRD 154726 · % of assets · $492.3 million AUMSEC registeredNo commissions reportedHeadland Capital300 West Coleman Blvd., Suite 204 · Mt. Pleasant, SC 29464 · (843) 388-4300 · Financial planningCRD 332277 · % of assets, Hourly charges, Fixed fees · $559.3 million AUMSEC registeredNo commissions reportedJackson Financial Services, LLC1311 Chuck Dawley Blvd., Suite 103 · Mt. Pleasant, SC 29464 · (800) 752-2354 · Financial planningCRD 132252 · % of assets, Hourly charges, Fixed fees · $498.1 million AUMSEC registeredNo commissions reportedLoveland & Bastian Financial Services Group, LLC220 Church Street, Suite 101b · Mt. Pleasant, SC 29464 · (843) 884-3002 · Financial planningCRD 135255 · % of assets · $84.0 million AUMState registeredNo commissions reportedModern Capital Management, CO.75 Port City Landing, Suite 110 · Mt Pleasant, SC 29464 · (843) 892-0244 · % of assets managedCRD 306631 · % of assets · $90.7 million AUMSEC registeredNo commissions reportedPalmetto Coast Advisors, INC.210 Wingo Way, Suite 400 · Mt. Pleasant, SC 29464 · (843) 647-7270 · Financial planningCRD 270012 · % of assets, Hourly charges, Fixed fees · $54.9 million AUMState registeredNo commissions reported

All 11 in Mt. Pleasant →