Kingsmore Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $200 and $500.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Kingsmore Wealth Management, LLC bills

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

• “Clients may terminate the agreement without penalty, for full refund of KWM’s fees, within five business days of signing the Financial Planning Agreement.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Financial planning fees are paid via check.”

How Kingsmore Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$500 spans the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the South Carolina median of $3,000. 65% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Kingsmore Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2021 (5 years).

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

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and selecting other advisers

Assets managed

$292,797

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306722

Phone

(864) 426-0225

Can advise clients in 2 states: Georgia, South Carolina

Other planners in South Carolina that publish fees

• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Altamont Advisors LLCGreenville$150/hr
• Anderson Wealth Management, Inc.Greer$350/hr, $1,500⁠-⁠$10,000

Compare all 194 planners in South Carolina