Anderson Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fees are $350 for financial advisors, $150 per hour for para-planners and $75 for administrative time.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees generally range from $1,500 to $10,000.”

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

How Anderson Wealth Management, Inc. bills

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

• “We charge our advisory fees quarterly in advance.”
• “In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
• “Upon receipt of your letter of termination, we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.”

How Anderson Wealth Management, Inc.’s fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the South Carolina median of $3,000. 72% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Anderson Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

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

1.5% a year

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$3,900,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151241

Phone

(443) 600-9073

Can advise clients in 1 state: Maryland

Other planners in Greer that publish fees

• Angelroyce Wealth Advisors, LLCGreer$500⁠-⁠$2,500
• Van Der Noord Financial Advisors, Inc.Greer$250/hr, $2,000/yr
• 133 LegacyCampobello$10,000
• 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

Compare all 4 planners in Greer