Active Lifestyle Financial Planning fees and pricing
Financial planner in Charleston, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Active Lifestyle Financial Planning charges a flat or project fee of $1,000 and an annual fee of $4,800-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“The Financial Fitness Review project engagement fee is $1,000.”
- Annual fee
- $4,800-$30,000/yr
“Minimum Comprehensive Engagement Fee: $4,800 per year Maximum Comprehensive Engagement Fee: $30,000 per year At the end of each year, the Comprehensive Engagement fee may be recalculated to reflect the income and net worth values then applicable on the fee schedule and may be increased or reduced depending on the…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Active Lifestyle Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Comprehensive Engagement Fee Comprehensive Engagement fees are calculated on an annual basis and payable quarterly, in advance, due upon receipt of invoice.”
- “Prospective clients are given this fee, calculated based on their individual situation, in advance.”
- “The client and advisor will agree to a fixed Project Engagement fee in advance of work being performed.”
How Active Lifestyle Financial Planning’s fees compare
- Its flat or project fee of $1,000 is below the South Carolina median of $3,000. 11% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- None of the 3 other planners in Charleston that publish a flat or project fee charge less.
- Its annual fee of $4,800-$30,000 spans the South Carolina median of $5,000. 91% of the 22 other South Carolina planners that publish an annual fee charge less.
- 1 of the 2 other planners in Charleston that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Active Lifestyle Financial Planning
“We are a fee-only, holistic financial planning firm that specializes in providing personalized, confidential, and comprehensive financial planning, tax and investment advisory services to individuals, families and small businesses.”
- Principal: Jason R. Harvey
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 31
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 162531
- Phone
- (843) 225-2058
Other planners in Charleston that publish fees
- Calidris Financial, LLCCharleston$360/hr, $3,000-$25,000
- Capasso Planning Partners LLCCharleston$2,400
- Collins AdvisorsCharleston$200/hr
- Hampton Park Financial PlannersCharleston$350/hr, $1,500
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.