Scipio Financial LLC fees and pricing

Financial planner in Summerville, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 8, 2026, Scipio Financial LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in advance, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
1 of the 3 other planners in Summerville that publish an hourly rate charge less.

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: 1.25% a year
Clients: 171
Employees: 3
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $14,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334402
Website: instagram.com/terry_scipio (opens in new tab)
Phone: (843) 830-0019

Can advise clients in 2 states: North Carolina, South Carolina

Is something on this page wrong or out of date?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.