Akin Investments, L.L.C. fees
Financial planner in Charleston, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2025, Akin Investments, L.L.C. (Charleston, SC) charges $150-$300 an hour for financial planning.
- Website: akininvestmentadvisory.com (opens in new tab)
- Call (843) 822-4789
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2025. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the South Carolina median of $266 to above it.
“Hourly fees range from $150 to $300 per hour depending upon what is negotiated.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Akin Investments, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and vary depending upon the complexity of the clients situation and the services to be provided.”
- “Balance due and payable on nal plan presentation Hourly Engagement $150.00 per hour.”
- “Billed in 10 minute increment for the first 10 minutes and 5 minute increments thereafter.”
About Akin Investments, L.L.C.
- Principal: Stephen Herbert Akin
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2025
- CRD number
- 281450 (opens in new tab)
- Phone
- (843) 822-4789
Registered in 2 states: Mississippi, South Carolina
Other planners in Charleston that publish fees
- Active Lifestyle Financial PlanningCharlestonFlat $1,000
- Collins AdvisorsCharlestonHourly $200/hr
- Hampton Park Financial PlannersCharlestonHourly $350/hr, Monthly $125-$5,000/mo
- YourValues Wealth Counsel, LLCCharlestonHourly $450/hr, Flat $5,000-$50,000
More planners in South Carolina that publish fees
- Strategic Investment Solutions, LLCBlufftonHourly $150/hr
- Journey Asset Management LLCSummervilleFlat up to $2,500
- Harvest Financial Planning, LLCFort MillHourly $150/hr, Monthly $80/mo
- WebsterRogers Financial Advisors, LLCFlorenceHourly $200-$500/hr
- Sweet Tree FinancialRock HillHourly $350/hr, Flat $2,000-$8,000
- Metis Wealth Management & Planning LLCBlufftonHourly $300/hr
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.