Clocktower Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“If the financial planning engagement is terminated before completion, the earned portion of the fee will equal the hours actually spent providing financial planning services through the termination date multiplied by $500 per hour, capped at the agreed fixed fee.”

Flat or project fee

$2,500⁠-⁠$20,000

“Clocktower provides financial planning services for a fixed fee ranging from $2,500 to $20,000, based on the time required and complexity of the engagement.”

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

How Clocktower Private Wealth bills

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

• “Fees are generally billed quarterly in advance and are calculated based on the market value of the client's account(s) as of the last business day of the prior calendar quarter, unless otherwise stated in the advisory agreement.”
• “The annualized fee is $18,000 ($2,000,000 multiplied by 0.009), and the fee billed in advance for a full calendar quarter is $4,500 ($18,000 divided by four).”
• “Fees for new accounts may be prorated based on the date the account is accepted for management.”

How Clocktower Private Wealth’s fees compare

• Its hourly rate of $500 is above the South Carolina median of $250. 91% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$20,000 spans the South Carolina median of $3,000. 91% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Clocktower Private Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343115

Website

clocktowerprivatewealth.com (opens in new tab)

Phone

(864) 305-3981

Other planners in Simpsonville that publish fees

• Upstate Financial Planning, LLCSimpsonville$99⁠-⁠$250/hr
• Yellow Oak Financial Planning, LLCSimpsonville$1,000
• 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

Compare all 4 planners in Simpsonville