Limehouse Wealth Management LLC fees and pricing
Financial planner in Lexington, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Limehouse Wealth Management LLC charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“The fixed fee ranges between $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Limehouse Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The financial planning agreement will show what you will be charged to complete the Scope of Services as defined in the agreement and collected upon delivery of the financial plan.”
- “The fee will be due at the final meeting where we will present you with the invoice.”
- “Fees may be paid by check, ACH, or digital payment vendor.”
How Limehouse Wealth Management LLC’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the South Carolina median of $3,000. 68% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Lexington that publish a flat or project fee charge less.
About Limehouse Wealth Management LLC
“Estate planning including wills, trusts, durable power of attorney, and medical directives, and beneficiary designations are part of financial planning to help meet your goals and your assets pass smoothly in the most tax-efficient manner possible. Financial Goals – We assist you in formalizing goals and…”
- Firm size: 2 employees.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College 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
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335227
- Phone
- (803) 359-2569
Other planners in Lexington that publish fees
- Better Things Financial Partners LLCLexington$5,000
- Brightworks Financial Planning LLCLexington$250-$350/hr, $175-$475
- CMC Wealth Management, LLCLexington$200-$500/hr
- Wayfinder Wealth Warriors LLCLexington$500/hr, Up to $20,000
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.