Copperleaf Capital, LLC fees and pricing
Financial planner in Clover, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 17, 2026, Copperleaf Capital, LLC charges a flat or project fee of $1,500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$4,000
“Usually, the initial, first-year financial planning fee is a fixed amount that ranges between $1,500 and $4,000, but this amount can sometimes be significantly higher.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Copperleaf Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of this amount represents a payment in arrears for services rendered between January and June.”
- “The remaining half represents a payment in advance for services rendered between July and December.”
- “We will refund clients who terminate the relationship anytime between July 1 and December 31 the prorated, unused portion of the annual fee invoiced and paid after July 1.”
How Copperleaf Capital, LLC’s fees compare
- Its flat or project fee of $1,500-$4,000 spans the South Carolina median of $3,000. 43% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Copperleaf Capital, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2014 (12 years).
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
- 2% a year
- Clients
- 297
- Employees
- 7
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $281,643,647
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117823
- Phone
- (919) 787-9725
Can advise clients in 10 states: California, Florida, Georgia, Kansas, North Carolina, New Hampshire, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Clover that publish fees
- Mullooly Wealth Planning LLCClover$2,500-$10,000
- 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.