Flowrate Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

Flat or project fee

$4,000

“The fixed fee rate will be no greater than $4,000.”

Monthly fee

$250⁠-⁠$5,000/mo

“Fees are paid monthly in arrears, ranging from $250 to $5,000 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Flowrate Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “When DFA is used, they will directly debit fees from the client account’s on a monthly basis in arrears based on the average daily value.”

How Flowrate Financial, LLC’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.
• 1 of the 5 other planners in Mount Pleasant that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is above the South Carolina median of $3,000. 54% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Mount Pleasant that publish a flat or project fee charge less.

About Flowrate Financial, LLC

• Principal: Ross Chawansky
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• College 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

1.4% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$8,545,673

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328235

Website

flowratefinancial.com (opens in new tab)

Phone

(843) 592-5146

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000
• Kingsley FinancialMount Pleasant$500/hr, $3,600⁠-⁠$20,000/yr

Compare all 16 planners in Mount Pleasant