Capital Wealth Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$2,500⁠-⁠$15,000

“Fixed fee rates range between $2,500 and $15,000.”

Monthly fee

$450⁠-⁠$834/mo

“Fees may be paid either monthly or quarterly in advance or arrears at a rate of $450 to $834 per month or $1,350 to $2,250 per quarter.”

Quarterly fee

$1,350⁠-⁠$2,250/qtr

From the same sentence as above.

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

How Capital Wealth Group LLC bills

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

• “The annual advisory fee is paid quarterly in arrears and is based on the value of the account(s) as of the last day of the immediately preceding or previous billing period, or quarter.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Capital Wealth Group LLC’s fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the South Carolina median of $3,000. 85% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Columbia that publish a flat or project fee charge less.

About Capital Wealth Group LLC

• Principal: George Jameson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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% a year

Clients

31

Employees

1

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

$23,852,059

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324003

Website

instagram.com/capitalwealthgroupllc (opens in new tab)

Phone

(803) 250-6464

Other planners in Columbia that publish fees

• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Barbco FinancialColumbia$1,250/yr
• Beers Kight Financial Advisors, LLCColumbia$100⁠-⁠$150/hr, $600⁠-⁠$1,400
• 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