Strategic Investment Solutions, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 9, 2026, Strategic Investment Solutions, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “We assess an hourly rate of $150 for financial planning and consulting services.”

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

Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
2 of the 5 other planners in Bluffton that publish an hourly rate charge less.

“We offer financial planning services to evaluate a client’s financial situation, goals and risk tolerance.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 16
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,863,534
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298363
Website: strategicinvestmentsolutions.net (opens in new tab)
Phone: (781) 258-2225

Can advise clients in 2 states: Massachusetts, 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Is something on this page wrong or out of date?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.