CMC Wealth Management, LLC fees and pricing

Financial planner in Lexington, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, CMC Wealth Management, LLC charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $500.”

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

“Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”
“Fees are paid quarterly in advance or in arrears at the client’s election.”
“For fees that are charged in arrears, no refund policy is necessary.”

Its hourly rate of $200-$500 spans the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
1 of the 2 other planners in Lexington that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

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: 30
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $5,665,705
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 306845
Website: twitter.com/WealthCmc (opens in new tab)
Phone: (803) 606-2218

Is something on this page wrong or out of date?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.