Stono River Wealth Management LLC fees and pricing
Financial planner in Johns Island, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Stono River Wealth Management LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“SRWM charges a fixed fee for financial planning services between $500 and $2,500 dependent upon the complexity of the Client’s specific situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stono River Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in advance based on the value of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial planning services are due in advance upon the signing of the Agreement.”
How Stono River Wealth Management LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the South Carolina median of $3,000. 23% of the 65 other South Carolina planners that publish a flat or project fee charge less.
About Stono River Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- Clients
- 20
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $15,273,255
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335804
- Phone
- (508) 982-3491
Other planners in Johns Island that publish fees
- Baker Wealth Advisors, LLC.Johns Island$150/hr
- Coastal Wealth Advisors, LLCJohns Island$4,000-$9,000, $3,000/qtr
- 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
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.