Angelroyce Wealth Advisors, LLC fees and pricing
Financial planner in Greer, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Angelroyce Wealth Advisors, LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Services are offered based on a flat fee between $500 and $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Angelroyce Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “Client will pay half of the estimated fee at the signing of the agreement with the balance due upon delivery of the completed plan.”
- “Client may cancel within five (5) days of signing Agreement for a full refund.”
How Angelroyce Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the South Carolina median of $3,000. 23% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Angelroyce Wealth Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 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
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159889
- Phone
- (864) 234-8244
Other planners in Greer that publish fees
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
- 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
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.