Reconstructing Wealth fees and pricing
Financial planner in Daniel Island, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Reconstructing Wealth charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The Advisor also offers standalone financial planning services at an hourly rate of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Reconstructing Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Financial planning fees for standalone engagements are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
How Reconstructing Wealth’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.
About Reconstructing Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
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
- 2% a year
- Clients
- 81
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $23,438,724
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328284
- Phone
- (843) 214-2775
Can advise clients in 2 states: Massachusetts, South Carolina
Other planners in Daniel Island that publish fees
- Sherman Financial & Wealth ManagementDaniel Island$1,000, $167/mo
- 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
Is something on this page wrong or out of date?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.