GWA Wealth fees
Financial planner in Mount Pleasant, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 29, 2026, GWA Wealth (Mount Pleasant, SC) charges $200 an hour and a flat or project fee of $1,250 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Mount Pleasant median of $250; 2 of the 9 other planners in Mount Pleasant that publish an hourly rate charge less. Below the South Carolina median of $266; 17% of the 47 other planners in South Carolina charge less.
“Ongoing financial planning services are available at an hourly rate of $200 per hour.”
- Flat or project fee
- $1,250
Below the South Carolina median of $2,750; 23% of the 30 other planners in South Carolina that publish a flat or project fee charge less. 2 of the 4 other planners in Mount Pleasant charge less.
“The $2,500 project fee is collected in two installments: $1,250 upon engagement and $1,250 after six weeks.”
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
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How GWA Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is payable in two installments: half is due upfront upon engagement, and the remaining half is due after six weeks.”
- “Hourly fees are due upon completion of the service.”
- “Fees are billed in advance on a quarterly basis.”
About GWA Wealth
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 29, 2026
- CRD number
- 339478 (opens in new tab)
- Phone
- (833) 833-1903
Registered in 3 states: Maryland, South Carolina, Virginia
Other planners in Mount Pleasant that publish fees
- Oak Capital Advisors, LLCMount PleasantAnnual from $2,000/yr
- Morris Financial Concepts, Inc.Mount PleasantHourly $100-$400/hr, Annual from $8,500/yr
- Flip Flops and Pearls Financial PlanningMount PleasantHourly $500/hr, Flat $5,000-$50,000
- JP Wealth Management, Inc.Mount PleasantHourly $200/hr
- Gordon FinancialMount PleasantHourly $150/hr, Flat $500
- Flowrate Financial, LLCMount PleasantHourly $250/hr, Flat up to $4,000
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.