A To Z Asset Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees for financial planning consultation (without asset management services) are $250 an hour or negotiated as a flat fee depending on the scope and time requirements of advice needed.”

Flat or project fee

$250

“One-time opening charge of $250.00 (per client household).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How A To Z Asset Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are calculated using the last calendar quarter’s aggregate client account balances and billed in advance.”
• “A to Z fees are billed in advance quarterly and based on the last quarter’s total aggregate balance of client’s accounts, using the annual fee percentage tiered rate (as detailed above).”
• “The client will receive an invoice each quarter showing how their fees were calculated.”

How A To Z Asset Advisors, LLC’s fees compare

• Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the South Carolina median of $3,000. None of the 65 other South Carolina planners that publish a flat or project fee charge less.

About A To Z Asset Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

48

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$15,869,799

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

146146

Website

azinvestpro.com (opens in new tab)

Phone

(702) 302-9327

Can advise clients in 2 states: Nevada, South Carolina

Other planners in Aiken that publish fees

• Wilson David Investment AdvisorsAiken$100/hr
• 133 LegacyCampobello$10,000
• 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

Compare all 194 planners in South Carolina