Gordon Financial fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change.

Hourly rate

$150/hr

Below the Mount Pleasant median of $250; none of the 9 other planners in Mount Pleasant that publish an hourly rate charge less. Below the South Carolina median of $266; 6% of the 47 other planners in South Carolina charge less.

“The hourly fee is $150 per hour.”

Flat or project fee

$500

Below the South Carolina median of $2,750; none of the 30 other planners in South Carolina that publish a flat or project fee charge less. None of the 4 other planners in Mount Pleasant charge less.

“The client can receive a comprehensive financial plan for an additional $500.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

The brochure says there is no minimum

Team size

Solo practice (one employee)

Registered since

2015 (11 years)

How Gordon Financial bills

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

• “Asset Management – Fees are charged in advance and are based primarily on asset size and the level of complexity of the services provided.”
• “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
• “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”

Firm details from Form ADV

How the firm is paid

Hourly fees, flat or fixed fees, and a percentage of assets under management

Clients

29

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$49.9 million

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of February 10, 2026

CRD number

174196 (opens in new tab)

Website

gordonfinancialplanners.com (opens in new tab)

Phone

(843) 936-3941

Other planners in Mount Pleasant that publish fees

• Ascension Wealth Advisors, LLCMount PleasantHourly $165/hr, Flat $2,500
• GWA WealthMount PleasantHourly $200/hr, Flat $1,250
• Sweetgrass Financial Planning, LLCMount PleasantHourly $250⁠-⁠$500/hr, Flat $250⁠-⁠$800
• Flowrate Financial, LLCMount PleasantHourly $250/hr, Flat up to $4,000
• JP Wealth Management, Inc.Mount PleasantHourly $200/hr
• Morris Financial Concepts, Inc.Mount PleasantHourly $100⁠-⁠$400/hr, Annual from $8,500/yr

Compare all 17 planners in Mount Pleasant