Macaulay & Associates, LLC fees and pricing
Financial planner in Fort Mill, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Macaulay & Associates, LLC charges $200 an hour and a flat or project fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The fee for these services is either $200 per hour, or between $2,500 and $7,500 on a fixed fee basis.”
- Flat or project fee
- $2,500-$7,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Macaulay & Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable based on the nature and complexity of the services to be provided.”
- “In the limited event that Macaulay bills the client directly, payment is due upon receipt of Macaulay’s invoice.”
- “Macaulay deducts fees or bills clients for the investment advisory fee quarterly in advance.”
How Macaulay & Associates, LLC’s fees compare
- Its hourly rate of $200 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$7,500 spans the South Carolina median of $3,000. 58% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Macaulay & Associates, LLC
“Macaulay offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations and other business entities.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2007 (19 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
- 2.5% a year
- Clients
- 137
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $81,349,477
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144717
- Phone
- (803) 802-7224
Can advise clients in 2 states: North Carolina, South Carolina
Other planners in Fort Mill that publish fees
- Harvest Financial Planning, LLCFort Mill$150/hr, $80/mo
- IntentionalFort Mill$5,000-$10,000
- 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
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.