Mullooly Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“For services under the Core Financial Plan, the Adviser would charge the client between $2,500 - $10,000 depending on the complexity of the client’s financial situation. 3.​ Financial Planning and Investment Advisory (“FPIA”) Financial Planning services are available to any client who has engaged the Adviser for…”

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

How Mullooly Wealth Planning LLC bills

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

• “The Fees are negotiable and will be determined with the client at the outset of the relationship.”
• “If fees were paid in advance, a refund for a pro-rated amount will be returned to the client typically via a check issued by the Adviser, unless requested otherwise.”
• “Fees, Direct Compensation and Invoicing The terms of compensation are set out in our standard advisory agreement, including the specific fee, how it will be calculated, and how it will be invoiced.”

How Mullooly Wealth Planning LLC’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the South Carolina median of $3,000. 77% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Mullooly Wealth Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 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

Highest asset based fee in brochure

1% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$2,011,103

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324792

Website

mulloolywealthplanning.com (opens in new tab)

Phone

(803) 272-1003

Other planners in Clover that publish fees

• Copperleaf Capital, LLCClover$1,500⁠-⁠$4,000
• 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
• Altamont Advisors LLCGreenville$150/hr

Compare all 194 planners in South Carolina