PlannerFees

Carolina Wealth Advisors fees and pricing

Financial planner in Myrtle Beach, South Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Carolina Wealth Advisors charges $500⁠-⁠$1,000 an hour and a flat or project fee of $500⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500⁠-⁠$1,000/hr
“The compensation arrangement for these services will be based on hourly fees ranging between $500-$1,000 per hour or a percentage of the plan assets not to exceed 2.0%.”
Flat or project fee
$500⁠-⁠$1,000
“- Item 5 Financial Planning Fees CWA charges an hourly fee of $500-$1,000 for financial planning services.”

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

How Carolina Wealth Advisors bills

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

  • “This fee is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
  • “The fee is payable quarterly in advance, and is negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered.”
  • “For the initial period of portfolio management services, the first period’s fees will be calculated on a pro-rata basis.”

How Carolina Wealth Advisors’ fees compare

  • Its hourly rate of $500-$1,000 is above the South Carolina median of $250. 99% of the 69 other South Carolina planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Myrtle Beach that publish an hourly rate charge less.
  • Its flat or project fee of $500-$1,000 is below the South Carolina median of $3,000. 8% of the 65 other South Carolina planners that publish a flat or project fee charge less.
  • None of the 4 other planners in Myrtle Beach that publish a flat or project fee charge less.

About Carolina Wealth Advisors

“We offer various financial planning related services that assist our clients in the management of their financial resources.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Radcliff Lowery
  • Firm size: 6 employees.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
587
Employees
6
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$313,415,083
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
288837
Website
carolinawa.com (opens in new tab)
Phone
(843) 448-4425

Can advise clients in 7 states: Florida, Georgia, North Carolina, New York, South Carolina, Texas, Virginia

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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.