Beers Kight Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$150/hr

“Fees on an hourly-rate basis are calculated and charged based on the actual number of hours worked at an hourly rate ranging from $100 to $150 per hour.”

Flat or project fee

$600⁠-⁠$1,400

“Fixed fees generally range from $600 to $1,400; however, fixed fees may exceed these amounts depending on the specific arrangement reached with the client and the complexity of the plan.”

Annual fee

$3,000/yr

“BKFA generally manages securities portfolios with a minimum value of $300,000 and generally charges a minimum annual fee of $3,000; however, these minimums are negotiable.”

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

How Beers Kight Financial Advisors, LLC bills

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

• “Some clients pay this fee in arrears, while others pay it in advance.”
• “The balance is due 4 upon completion of the plan.”
• “For ongoing financial planning services, BKFA bills quarterly in advance based on its total estimated financial planning fees.”

How Beers Kight Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$150 is below the South Carolina median of $250. 6% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 3 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $600-$1,400 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 5 other planners in Columbia that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the South Carolina median of $5,000. 41% of the 22 other South Carolina planners that publish an annual fee charge less.
• 1 of the 2 other planners in Columbia that publish an annual fee charge less.

About Beers Kight Financial Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• 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

Minimum

$3,000 minimum fee (stated in brochure)

Clients

100

Employees

2

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$179,396,623

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160286

Phone

(803) 787-0003

Can advise clients in 2 states: Alabama, South Carolina

Other planners in Columbia that publish fees

• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Barbco FinancialColumbia$1,250/yr
• Capital Wealth Group LLCColumbia$350/hr, $2,500⁠-⁠$15,000
• Hobbs Group Advisors LLCColumbia$300/hr, $1,000⁠-⁠$10,000
• Multipath Wealth ManagementColumbia$200/hr, $1,250⁠-⁠$2,500
• TS. Mitchell Financial, LLC.Columbia$500⁠-⁠$1,500

Compare all 16 planners in Columbia