Fee-OnlyFinder

Flat / fixed fees in Charleston, SC

12 advisers in Charleston offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 12

Advisor.com525 King Street, Ste B · Charleston, SC 29403 · (843) 284-6261 · Financial planningCRD 318823 · % of assets, Fixed fees, Other · $126.8 million AUMSEC registeredNo commissions reportedAtvantis Wealth Management, LLC40 Calhoun St., Suite 250-G · Charleston, SC 29401 · (843) 209-3842 · Flat / fixed feesCRD 339074 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedCalidris Financial, LLC677 King Street, Floor 3 · Charleston, SC 29403 · (917) 451-3141 · Financial planningCRD 334935 · % of assets, Hourly charges, Fixed fees · $43.3 million AUMState registeredNo commissions reportedCapasso Planning Partners LLC635 East Bay Street, Suite C · Charleston, SC 29403 · (843) 608-8487 · Financial planningCRD 294673 · % of assets, Hourly charges, Fixed fees · $274.2 million AUMSEC registeredNo commissions reportedCharleston Financial Advisors, LLC4 North Atlantic Wharf, Suite 200 · Charleston, SC 29401 · (843) 722-3331 · Financial planningCRD 137536 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedIntegritas Wealth Strategies, LLC677 King St, 3rd Floor · Charleston, SC 29403 · (843) 212-7011 · Financial planningCRD 332359 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedKinwell LLC1630 Meeting St, Suite 203 · Charleston, SC 29405 · (843) 308-1639 · Financial planningCRD 290449 · % of assets, Fixed fees · $214.7 million AUMSEC registeredNo commissions reportedNicholson Wealth Management Group8 N. Adgers Wharf · Charleston, SC 29401 · (843) 790-2625 · Financial planningCRD 327001 · % of assets, Fixed fees · $322.0 million AUMSEC registeredNo commissions reportedPermcap Investment Office10 Gillon Street · Charleston, SC 29401 · (843) 882-7950 · Financial planningCRD 157476 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedSouthern Capital Management Corporation4 Carriage Lane, #407 · Charleston, SC 29407 · (888) 528-8205 · Flat / fixed feesCRD 118508 · % of assets, Fixed fees · $43.0 million AUMState registeredNo commissions reported
Time & Wealth Management, LLC409 King Street, Suite 200 · Charleston, SC 29403 · (843) 212-6867 · Financial planningCRD 323599 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedWarren Capital Group32 Cooper Street · Charleston, SC 29403 · (854) 246-8881 · Financial planningCRD 137449 · % of assets, Fixed fees · $131.0 million AUMSEC registeredNo commissions reported