Mavericus Retirement Services LLC fees and pricing
Financial planner in Georgetown, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 1, 2026, Mavericus Retirement Services LLC charges $450-$7,000 an hour, a flat or project fee of $1,700, and an annual fee of $1,700 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450-$7,000/hr
“For clients engaging in a one-time financial plan, MRS charges a flat fee of $7,000 or $450 per hour.”
- Flat or project fee
- $1,700
“For a Client with an Ongoing Advice Relationship with MRS ○ The flat fee for the initial retirement income plan and the first year of Ongoing Financial Planning Services is $1,700, which shall be charged upon delivery of the final retirement income plan is delivered to Client.”
- Annual fee
- $1,700/yr
“This fee is not refundable. ○ Starting on the eighteen-month anniversary from the Effective Date of the Client Agreement, Client shall be charged a recurring flat fee for Ongoing Financial Planning Services of $1,700 per year, which shall be charged semiannually at the rate of $850 per charge in six-month intervals…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mavericus Retirement Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients can pay the flat fees by personal check or the AdvicePay billing software application.”
- “All fees are as stated and non-negotiable.”
How Mavericus Retirement Services LLC’s fees compare
- Its hourly rate of $450-$7,000 is above the South Carolina median of $250. 100% of the 69 other South Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $1,700 is below the South Carolina median of $3,000. 29% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- Its annual fee of $1,700 is below the South Carolina median of $5,000. 18% of the 22 other South Carolina planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mavericus Retirement Services LLC
- Principal: James Mahaney
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 21
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321951
- Phone
- (843) 833-7283
Can advise clients in 3 states: New Jersey, New York, 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
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.