Southeast Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Southeast Financial Advisors provides separate financial planning services generally based on a maximum hourly rate of $350; however, it may provide financial planning services for a fixed fee.”

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

How Southeast Financial Advisors bills

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

• “Fees are negotiable and will always be communicated to client before services are provided.”
• “The client must approve - 2- the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “Follow-up and implementation work is billed separately at an agreed rate in advance.”

How Southeast Financial Advisors’ fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Greenville that publish an hourly rate charge less.

About Southeast Financial Advisors

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Firm details from Form ADV

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

2% a year

Clients

303

Employees

2

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$132,964,803

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

121757

Website

southeastfinancialadvisors.com (opens in new tab)

Phone

(864) 284-6511

Can advise clients in 5 states: Kentucky, Louisiana, North Carolina, New Hampshire, South Carolina

Other planners in Greenville that publish fees

• Altamont Advisors LLCGreenville$150/hr
• Bca Private Wealth, Inc.Greenville$125⁠-⁠$500/hr, $2,000/yr
• Continuum Wealth Management, LLCGreenville$300/hr
• First There FinancialGreenville$2,500
• Hardin Capital Partners, LLCGreenville$300/hr
• Norris Financial Group, LLCGreenville$200/hr, $1,200⁠-⁠$2,000/yr

Compare all 27 planners in Greenville