Resettle Wealth fees and pricing
Financial planner in Myrtle Beach, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 4, 2026, Resettle Wealth charges a flat or project fee of $10,000 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 9 Initial Financial Planning Engagement We generally charge a fixed fee of $10,000, however, the fee may be higher (up to $25,000) based on complexity of the engagement.”
- Annual fee
- $10,000/yr
“RW’s minimum annual fee for this service is $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Resettle Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable at the firm's sole discretion.”
- “If the relationship terminates before the credit is fully applied, no cash refund is provided — the client has already received the planning deliverable.”
- “The fee is based on a percentage of assets under management and is negotiable.”
How Resettle Wealth’s fees compare
- Its flat or project fee of $10,000 is above the South Carolina median of $3,000. 86% of the 65 other South Carolina planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Myrtle Beach that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the South Carolina median of $5,000. 59% of the 22 other South Carolina planners that publish an annual fee charge less.
- 1 of the 2 other planners in Myrtle Beach that publish an annual fee charge less.
About Resettle Wealth
- Principal: Joshua Hemmert
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340812
- Phone
- (843) 286-4845
Other planners in Myrtle Beach that publish fees
- Carolina Wealth AdvisorsMyrtle Beach$500-$1,000/hr, $500-$1,000
- Coast Wealth Management Group, LLCMyrtle Beach$150/hr, $500-$8,000
- Marshall FinancialMyrtle Beach$150/hr, $1,500
- Mecklenburg Financial GroupMyrtle Beach$250/hr
- Oak Street AdvisorsMyrtle Beach$350/hr, $5,000/yr
- Premier Financial Solutions, LLCMyrtle Beach$1,495
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.