FPR Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“FPR charges a fixed fee for financial planning services between $500 and $5,000 dependent upon the complexity of the Client’s specific situation.”

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

How FPR Investments LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How FPR Investments LLC’s fees compare

• Its flat or project fee of $500-$5,000 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 FPR Investments LLC

• Principal: Francis Rivell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$9,730,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331752

Website

tiktok.com/@fpr.investments.llc?_t=8rjp69DfNQQ&_r=1 (opens in new tab)

Phone

(704) 575-2849

Other planners in North Myrtle Beach that publish fees

• Ramsey Smith Investment SolutionsNorth Myrtle Beach$300/hr
• 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

Compare all 194 planners in South Carolina