Headland Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$40,000

“Clients that are receiving financial planning services are charged a fixed fee ranging from $1,500 to $40,000, depending upon the complexity of a client’s plan and services provided.”

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

How Headland Capital bills

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

• “There are some accounts that fees will be paid monthly in advance based on the value of clients’ billable assets under management at the end of the last day of the preceding month as provided by third-party sources stated above.”
• “Whether a client is billed quarterly or monthly will be determined by the agreement signed by the client.”
• “For financial planning services that are completed upon the delivery of the financial plan to the client, the fee can be charged in advance, upon delivery of the completed financial plan or otherwise pursuant to quarterly installments.”

How Headland Capital’s fees compare

• Its flat or project fee of $1,500-$40,000 spans the South Carolina median of $3,000. 97% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Mt. Pleasant that publish a flat or project fee charge less.

About Headland Capital

• Firm size: 19 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• 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

1.75% a year

Clients

637

Employees

19

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$559,277,399

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332277

Website

headland.capital (opens in new tab)

Phone

(843) 388-4300

Can advise clients in 12 states: California, Florida, Georgia, Kentucky, Louisiana, Maryland, North Carolina, New York, Ohio, South Carolina, Texas, West Virginia

Other planners in Mt. Pleasant that publish fees

• Ascension Wealth Advisors, LLCMt. Pleasant$165/hr, $2,500
• JP Wealth Management, Inc.Mt. Pleasant$200/hr
• Sweetgrass Financial Planning, LLCMt. Pleasant$250⁠-⁠$500/hr, $1,000⁠-⁠$4,000
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 11 planners in Mt. Pleasant