Continuum Wealth Management, LLC fees and pricing
Financial planner in Greenville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Continuum Wealth Management, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“An hourly fee of $300 will be billed for these services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Continuum Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees are billed quarterly, in arrears, meaning that we invoice the Client after the three-month billing period has ended.”
- “Continuum Wealth Management provides a copy of the Client’s invoice along with their quarterly investment statements.”
How Continuum Wealth Management, LLC’s fees compare
- Its hourly rate of $300 is above the South Carolina median of $250. 55% of the 69 other South Carolina planners that publish an hourly rate charge less.
- 3 of the 8 other planners in Greenville that publish an hourly rate charge less.
About Continuum Wealth Management, LLC
“Continuum Wealth Management provides customized Investment Advisory and Financial Planning Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- Clients
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $45,508,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148844
- Phone
- (480) 296-2066
Can advise clients in 2 states: Arizona, South Carolina
Other planners in Greenville that publish fees
- Altamont Advisors LLCGreenville$150/hr
- Bca Private Wealth, Inc.Greenville$125-$500/hr, $2,000/yr
- First There FinancialGreenville$2,500
- Hardin Capital Partners, LLCGreenville$300/hr
- Norris Financial Group, LLCGreenville$200/hr, $1,200-$2,000/yr
- Primetrust Advisors LLCGreenville$10,000-$50,000
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.