Metis Wealth Management & Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Metis's planning and consulting fees are negotiable, but are generally an hourly fee of $300, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Metis Wealth Management & Planning LLC bills

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

• “In the limited event that Metis bills the client directly, payment is due upon receipt of Metis's invoice.”
• “Metis shall deduct fees and/or bill clients quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Metis Wealth Management & Planning LLC’s fees compare

• Its hourly rate of $300 is above the South Carolina median of $250. 55% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Bluffton that publish an hourly rate charge less.

About Metis Wealth Management & Planning LLC

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

461

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$114,852,391

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305086

Website

metiswealthllc.com (opens in new tab)

Phone

(843) 271-6088

Can advise clients in 4 states: Massachusetts, New York, South Carolina, Texas

Other planners in Bluffton that publish fees

• Coastline Complete Wealth LLCBluffton$250⁠-⁠$500/hr
• Hilton Head Wealth Advisors, LLCBluffton$75/hr
• Lang CapitalBluffton$500⁠-⁠$5,000
• Oak Advisors, LLCBluffton$200⁠-⁠$350/hr, $1,000⁠-⁠$10,000
• Silver Oak Leaf Financial Services L.L.C.Bluffton$500, $200⁠-⁠$500/mo
• Strategic Investment Solutions, LLCBluffton$150/hr

Compare all 12 planners in Bluffton