Bca Private Wealth, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$500/hr

“BCA’s hourly fee will be billed at a rate ranging from $125 to $500 based on the complexity and skill level/experience needed for each client.”

Annual fee

$2,000/yr

“The fee tier will be based on the assets managed per client household, and there is a minimum fee of $2,000 per year.”

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

How Bca Private Wealth, Inc. bills

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

• “The advisory fee that is payable monthly in arrears is based on the value of portfolio assets of the account managed by BCA as of the close of business on the last business day of each month.”
• “The advisory fees for the first month shall be prorated from the inception date to the end of the month and billed as soon as feasible the month following the account opening.”
• “The consulting fee is payable quarterly, in arrears, based on the fair market value of assets in the Plan at the end of each quarter.”

How Bca Private Wealth, Inc.’s fees compare

• Its hourly rate of $125-$500 spans the South Carolina median of $250. 65% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Greenville that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the South Carolina median of $5,000. 23% of the 22 other South Carolina planners that publish an annual fee charge less.
• 1 of the 2 other planners in Greenville that publish an annual fee charge less.

About Bca Private Wealth, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 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

3% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

383

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$317,299,794

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140913

Website

greenvillefinancialplanning.com (opens in new tab)

Phone

(864) 322-6046

Can advise clients in 7 states: Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas

Other planners in Greenville that publish fees

• Altamont Advisors LLCGreenville$150/hr
• Continuum Wealth Management, LLCGreenville$300/hr
• First There FinancialGreenville$2,500
• Hardin Capital Partners, LLCGreenville$300/hr
• Norris Financial Group, LLCGreenville$200/hr, $1,200⁠-⁠$2,000/yr
• Primetrust Advisors LLCGreenville$10,000⁠-⁠$50,000

Compare all 27 planners in Greenville