Fee-OnlyFinder

Flat / fixed fees in Mount Pleasant, SC

12 advisers in Mount Pleasant 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

360 Financial Partners, LLC1081 Johnnie Dodds Blvd., Ste 100 · Mount Pleasant, SC 29464 · (843) 216-1077 · Financial planningCRD 169280 · % of assets, Fixed fees · $206.5 million AUMSEC registeredNo commissions reportedApollon Financial, LLC111 Coleman Blvd, Suite 402 · Mount Pleasant, SC 29464 · (843) 579-0018 · Financial planningCRD 321217 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedApollon Wealth Management, LLC111 Coleman Blvd, Suite 402 · Mount Pleasant, SC 29464 · (843) 579-0018 · Financial planningCRD 291902 · % of assets, Hourly charges, Fixed fees · $11.6 billion AUMSEC registeredNo commissions reportedBowen Wealth302 Wingo Way, Suite 203 · Mount Pleasant, SC 29464 · (843) 203-2030 · Financial planningCRD 315212 · % of assets, Fixed fees · $86.1 million AUMState registeredNo commissions reportedCharleston Wealth Advisors806 Johnnie Dodds Blvd, Ste 202 · Mount Pleasant, SC 29464 · (843) 628-2892 · Financial planningCRD 319565 · % of assets, Hourly charges, Fixed fees · $81.0 million AUMState registeredNo commissions reportedFlip Flops and Pearls Financial Planning1007 Johnnie Dodds Boulevard, Suite 135 · Mount Pleasant, SC 29464 · (843) 329-7545 · Financial planningCRD 307738 · % of assets, Hourly charges, Fixed fees · $28.4 million AUMState registeredNo commissions reportedFlowrate Financial, LLC1501 Belle Isle Ave, Suite 110 · Mount Pleasant, SC 29464 · (843) 592-5146 · Financial planningCRD 328235 · % of assets, Hourly charges, Fixed fees · $8.5 million AUMState registeredNo commissions reportedImprint Wealth LLC375 N Shelmore Blvd., Suite 2b · Mount Pleasant, SC 29464 · Financial planningCRD 322130 · % of assets, Fixed fees · $131.6 million AUMSEC registeredNo commissions reportedJ. Benjamin Financial, LLC757 Johnnie Dodds Blvd, Suite 101 · Mount Pleasant, SC 29464 · (843) 352-3262 · Financial planningCRD 283990 · % of assets, Hourly charges, Fixed fees · $38.3 million AUMState registeredNo commissions reportedMorris Financial Concepts, INC.409 Coleman Blvd, Ste 100 · Mount Pleasant, SC 29464 · (843) 884-6192 · Financial planningCRD 114862 · % of assets, Hourly charges, Fixed fees · $538.4 million AUMSEC registeredNo commissions reported
Runey & Associates Wealth Management761 Coleman Blvd., Suite E · Mount Pleasant, SC 29464 · (843) 654-1211 · Financial planningCRD 171271 · % of assets, Fixed fees · $104.8 million AUMSEC registeredNo commissions reportedTidehaven Wealth, LLC238 Mathis Ferry Road, Unit 104 · Mount Pleasant, SC 29464 · (843) 284-8040 · Financial planningCRD 281814 · % of assets, Hourly charges, Fixed fees · $125.0 million AUMSEC registeredNo commissions reported