Hilton Head Wealth Advisors, LLC fees and pricing
Financial planner in Bluffton, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Hilton Head Wealth Advisors, LLC charges $75 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75/hr
“Hourly rates are generally billed at a minimum of $75 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hilton Head Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment for services rendered is due 15 days from receipt of invoice.”
- “Annual fees are negotiable at the discretion of the Advisor who manages the client’s account.”
- “The annual fee is prorated and invoiced quarterly to the client, rather than via direct debit from the client’s account.”
How Hilton Head Wealth Advisors, LLC’s fees compare
- Its hourly rate of $75 is below the South Carolina median of $250. 1% of the 69 other South Carolina planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Bluffton that publish an hourly rate charge less.
About Hilton Head Wealth Advisors, LLC
“Hilton Head Wealth Advisors, LLC is a South Carolina Registered Investment Adviser (RIA) that provides financial planning, portfolio management and investment advice to individuals and high net worth individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- 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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,229,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285945
- Phone
- (203) 482-0671
Other planners in Bluffton that publish fees
- Coastline Complete Wealth LLCBluffton$250-$500/hr
- Lang CapitalBluffton$500-$5,000
- Metis Wealth Management & Planning LLCBluffton$300/hr
- Oak Advisors, LLCBluffton$200-$350/hr, $1,000-$10,000
- Silver Oak Leaf Financial Services L.L.C.Bluffton$500, $200-$500/mo
- Strategic Investment Solutions, LLCBluffton$150/hr
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.