Continuum Capital Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“Fees will range from $50 - $300 per hour, depending on the nature and complexity of your circumstances.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed or flat fees for a financial plan will range from $500 - $10,000, depending on the nature and complexity of your circumstances.”

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

How Continuum Capital Advisory, LLC bills

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

• “You will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”
• “You will receive a full account fee refund in the event that you terminate your client agreement with us within five business days of signing.”
• “If you terminate after the first five days, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”

How Continuum Capital Advisory, LLC’s fees compare

• Its hourly rate of $50-$300 spans the South Carolina median of $250. 22% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the South Carolina median of $3,000. 65% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Rock Hill that publish a flat or project fee charge less.

About Continuum Capital Advisory, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2010 (16 years).

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

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153080

Website

ccainvest.com (opens in new tab)

Phone

(803) 325-1020

Other planners in Rock Hill that publish fees

• Bna WealthRock Hill$500
• Southbound Wealth LLCRock Hill$2,000⁠-⁠$10,000, $1,000⁠-⁠$12,000/mo
• Venables Financial SolutionsRock Hill$350/hr, $1,250
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 6 planners in Rock Hill