Brockelsby Investment Services fees
Financial planner in Irmo, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Brockelsby Investment Services (Irmo, SC) charges $80 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change.
- Hourly rate
- $80/hr
Below the South Carolina median of $266; none of the 47 other planners in South Carolina that publish an hourly rate charge less.
“If you decide you would, then a one-hour basic session will usually cost only $100, with a follow-up sessions available for an additional $80 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2008 (18 years)
How Brockelsby Investment Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are due upon completion of services unless otherwise specified.”
- “Bills are due upon completion of services or monthly.”
About Brockelsby Investment Services
“Brockelsby Investment Services offers general investment management and advice on a variety of financial matters including retirement plans, 401(k)s, IRAs, and college funds.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $6.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 4, 2026
- CRD number
- 171595 (opens in new tab)
- Phone
- (803) 407-9256
More planners in South Carolina that publish fees
- The Bedminster GroupBlufftonHourly up to $400/hr
- CMC Wealth Management, LLCLexingtonHourly $200-$500/hr
- Harvest Financial Planning, LLCFort MillHourly $150/hr, Monthly $80/mo
- Ascension Wealth Advisors, LLCMount PleasantHourly $165/hr, Flat $2,500
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- Venables Financial SolutionsRock HillHourly $350/hr, Monthly $175-$300/mo
Is something on this page wrong or out of date?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.