First Rank Financial fees and pricing
Financial planner in Santee, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, First Rank Financial charges a flat or project fee of $1,000-$1,500, a monthly fee of $300, and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$1,500
“Focused Financial Plans generally range from $1,000 to $1,500.”
- Monthly fee
- $300/mo
“Tier 1 Core Financial Planning is $300 per month;”
- Annual fee
- $2,500/yr
“The minimum annual fee is $2,500 unless otherwise agreed in writing.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How First Rank Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable in the Firm's discretion based on scope, complexity, and relationship factors.”
- “These fees are billed monthly in arrears.”
- “Clients may be invoiced or may authorize automatic payment if made available by the Firm.”
How First Rank Financial’s fees compare
- Its flat or project fee of $1,000-$1,500 is below the South Carolina median of $3,000. 18% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- Its annual fee of $2,500 is below the South Carolina median of $5,000. 32% of the 22 other South Carolina planners that publish an annual fee charge less.
About First Rank Financial
- 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
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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340836
- Phone
- (803) 250-5852
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.