Bna Wealth fees and pricing

Financial planner in Rock Hill, South Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 16, 2026, Bna Wealth charges a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $500; “BNA Wealth charges a flat fee of $500 for estate planning.”

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

“Fees are negotiated at the beginning of the arrangement and are usually payable, in advance, at the beginning of each quarter.”
“Fees are pro-rated and a refund check, if due, is mailed to the client.”
“Clients may elect to be billed in advance or arrears each calendar quarter.”

Its flat or project fee of $500 is below the South Carolina median of $3,000. 5% of the 65 other South Carolina planners that publish a flat or project fee charge less.
None of the 3 other planners in Rock Hill that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 534
Employees: 8
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed: $619,754,403
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 39326
Website: bnacpa.com (opens in new tab)
Phone: (803) 324-7100

Is something on this page wrong or out of date?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.