Intelligent Investing fees
Financial planner in Greenville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Intelligent Investing (Greenville, SC) charges $250 an hour and a flat or project fee of $500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the South Carolina median of $266; 30% of the 47 other planners in South Carolina that publish an hourly rate charge less. Neither of the 2 other planners in Greenville charges less.
“We charge an hourly fee of $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $500-
$5,000 Runs from below the South Carolina median of $2,750 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $500-$5,000.”
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
- Credentials held at the firm
- CPA and CFA
- Team size
- 2 employees
How Intelligent Investing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “This annual fee is prorated for the initial quarter, and paid quarterly in advance based upon the balance at end of the previous billing period of Client's account(s).”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 31
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $54.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 11, 2026
- CRD number
- 286436 (opens in new tab)
- Phone
- (864) 679-0500
Other planners in Greenville that publish fees
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- First There FinancialGreenvilleFlat from $2,500
- Insight Tax & Finance LLCGreenvilleHourly $300/hr
- Matthews Wealth Management LLCGreenvilleHourly up to $250/hr, Flat up to $10,000
- Southeast Financial AdvisorsGreenvilleHourly up to $350/hr
- Wolff FinancialGreenvilleFlat $500-$5,000, Annual $2,000-$25,000/yr
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.