Flourish Financial Life Planning fees
Financial planner in Anderson, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Flourish Financial Life Planning (Anderson, SC) charges a flat or project fee of up to $1,500 and a quarterly fee of up to $1,250 for financial planning.
- Website: flourish-planning.com (opens in new tab)
- Call (864) 883-9296
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.
- Flat or project fee
- Up to $1,500
Capped at $1,500, at or below the South Carolina median of $2,750.
“This program is offered on a fixed fee basis, which can range up to $1,500, depending on the complexity and the needs of the client.”
- Quarterly fee
- Up to $1,250/qtr
“Fees are paid quarterly in arrears at a rate of up to $1,250 per quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Registered since
- 2023 (3 years)
How Flourish Financial Life Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Flourish Financial Life Planning
- Principal: Laura Cook
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $2.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 9, 2026
- CRD number
- 325740 (opens in new tab)
- Phone
- (864) 883-9296
Registered in 2 states: North Carolina, South Carolina
More planners in South Carolina that publish fees
- Silver Oak Leaf Financial Services L.L.C.BlufftonFlat $500-$3,500, Monthly $200-$500/mo
- Mecklenburg Financial GroupMyrtle BeachHourly $250/hr
- Van Der Noord Financial Advisors, Inc.GreerHourly $250/hr
- JP Wealth Management, Inc.Mount PleasantHourly $200/hr
- Hampton Park Financial PlannersCharlestonHourly $350/hr, Monthly $125-$5,000/mo
- Southeast Financial AdvisorsGreenvilleHourly up to $350/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.