Emerald Wealth fees and pricing
Financial planner in Daufuskie Island, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 22, 2026, Emerald Wealth charges $250 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $5,000
“Ongoing Financial Planning EW collects an initial fee, no greater than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Emerald Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
How Emerald Wealth’s fees compare
- Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the South Carolina median of $3,000. 58% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Emerald Wealth
- Principal: Eileen Olson
- 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
- Business owners
- Cash flow and budgeting
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
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- 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
- 342980
- Phone
- (612) 916-4968
Other planners in South Carolina that publish fees
- 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
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
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.