133 Legacy fees and pricing
Financial planner in Campobello, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, 133 Legacy charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“133 Legacy charges a negotiable fixed fee with a maximum fee of $10,000 for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 133 Legacy bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets 3 or as a flat fee.”
How 133 Legacy’s fees compare
- Its flat or project fee of $10,000 is above the South Carolina median of $3,000. 86% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About 133 Legacy
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 33
- Employees
- 1
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $3,276,757
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328921
- Phone
- (864) 279-0621
Can advise clients in 3 states: Florida, North Carolina, South Carolina
Other planners in South Carolina that publish fees
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
- Angelroyce Wealth Advisors, LLCGreer$500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.