Southbound Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“Fixed fee rates range from $2,000 - $10,000.”

Monthly fee

$1,000⁠-⁠$12,000/mo

“Annual Fee Payment Frequency Calculation $12,000 monthly Fee = ($12,000 / 12) resulting in $1,000 per month The initial financial planning work will commence immediately after the initial fee is paid.”

Annual fee

$3,000⁠-⁠$25,000/yr

“Ongoing Financial Planning & Investment Management Services For Ongoing Comprehensive Financial Planning Services, our annual fees range from $3,000 to $25,000, paid monthly in advance.”

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

How Southbound Wealth LLC bills

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

• “In the event an advisory agreement commences after the first day of the month, the client will be assessed a prorated fee.”
• “Fees will be billed quarterly in advance.”
• “Clients pay one of two ways: ●​ Via credit card or electronic funds transfer, using an independent third-party payment processor in which the client can securely input their banking information and pay their fee.”

How Southbound Wealth LLC’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the South Carolina median of $3,000. 74% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Rock Hill that publish a flat or project fee charge less.
• Its annual fee of $3,000-$25,000 spans the South Carolina median of $5,000. 86% of the 22 other South Carolina planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Southbound Wealth LLC

• Principal: Matthew McCoy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,088,119

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331701

Website

southboundwealth.com (opens in new tab)

Phone

(803) 493-4370

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

Other planners in Rock Hill that publish fees

• Bna WealthRock Hill$500
• Continuum Capital Advisory, LLCRock Hill$50⁠-⁠$300/hr, $500⁠-⁠$10,000
• Venables Financial SolutionsRock Hill$350/hr, $1,250
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 6 planners in Rock Hill