Premier Wealth Partners, LLC fees and pricing
Financial planner in Summerville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Premier Wealth Partners, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“If you engage our firm strictly for financial planning services, we will assess an hourly fee at the rate of $150 per hour and we bill in 10-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Premier Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Final financial planning fees will be provided via an invoice to the client.”
- “Payment of outstanding fees are considered due upon completion and delivery of the financial planning details to the client.”
- “Fees for investment supervisory services and third-party investment manager programs are assessed an annualized asset-based fee that is paid quarterly, in arrears.”
How Premier Wealth Partners, LLC’s fees compare
- Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
- None of the 3 other planners in Summerville that publish an hourly rate charge less.
About Premier Wealth Partners, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Equity compensation
- Cash flow and budgeting
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
- 1.95% a year
- Clients
- 155
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $32,405,284
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171695
- Phone
- (843) 501-2778
Other planners in Summerville that publish fees
- C2g Capital Management LLCSummerville$1,000-$5,000, $1,000/yr
- Deltax Capital LLCSummerville$350/hr
- Generouswealth, LLCSummerville$250-$500/hr, $500-$15,000
- Scipio Financial LLCSummerville$250/hr
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.