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Charleston Fee-Only Financial Planner
Total Financial Plan



  • The Total Financial Plan covers all aspects of your financial life to ensure everything is working together effectively to help you meet your goals.


  • For $3,000, this includes:

    • retirement planning

    • investment review

    • insurance analysis

    • cash flow and debt planning

    • tax planning

    • a review of your estate plan

    • and anything else that you may need help with 


  • The Total Financial Plan may be included for no additional charge when combined with our investment management services. Account minimums will apply. 

Wealth Management



  • Investment management fees are typically calculated as a percentage of assets being managed, according to the following tiered schedule:

    • $0 - $1,000,000                        1.00% per year

    • $1,000,001 - $2,000,000          0.50% per year

    • $2,000,001 - and up                 0.25% per year


  • Minimum investment management fees are $2,500/year


Charleston Fee-Only Financial Planner
Start Smart
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