Catawba River Capital fees and pricing
Financial planner in Lake Wylie, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 18, 2026, Catawba River Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Financial planning services will be charged at the prevailing hourly rate of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Catawba River Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset-based management fees will be charged quarterly in advance, as agreed to with the client, based on a percentage of the client's assets under management on the last business day of the previous calendar quarter, and becomes due the following business day.”
- “This fee may be negotiated in advance with the client.”
- “The Client shall pay CRC within 30 days from the date of the invoice or upon presentation of the written financial plan.”
How Catawba River Capital’s fees compare
- Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
About Catawba River Capital
“Catawba River Capital provides wealth management services on a discretionary and non-discretionary basis, managed by us and sub-advisers we choose, and through separate investments in equities, mutual funds, bonds, cash-equivalents, and other instruments.”
- Firm size: 4 employees.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 1% a year
- Clients
- 257
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $325,111,772
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134217
- Phone
- (803) 831-0911
Can advise clients in 6 states: Florida, North Carolina, Ohio, South Carolina, Texas, Virginia
Other planners in Lake Wylie that publish fees
- Pathfinder Planning LLCLake Wylie$400/hr, $4,000
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
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.