Sweet Tree Financial fees
Financial planner in Rock Hill, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 21, 2026, Sweet Tree Financial (Rock Hill, SC) charges $350 an hour, a flat or project fee of $2,000-$8,000, and an annual fee of $5,000-$9,000 for financial planning.
- Website: sweettreefinancial.com (opens in new tab)
- Call (803) 701-9501
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the South Carolina median of $266; 62% of the 47 other planners in South Carolina that publish an hourly rate charge less. The one other planner in Rock Hill charges the same.
“Fixed fees are designed to be reasonably aligned with STF’s hourly rate of $350.”
- Flat or project fee
- $2,000-
$8,000 Runs from below the South Carolina median of $2,750 to above it.
“Fixed fee rates range between $2,000 - $8,000.”
- Annual fee
- $5,000-
$9,000/yr Below the South Carolina median of $11,800; 2 of the 8 other planners in South Carolina that publish an annual fee charge less. The one other planner in Rock Hill charges more.
“We charge a recurring annual fee of $5,000 - $9,000 for Ongoing Financial Planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Sweet Tree Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are paid monthly or quarterly in advance, and will be agreed upon in your Advisory Contract.”
About Sweet Tree Financial
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 21, 2026
- CRD number
- 343473 (opens in new tab)
- Phone
- (803) 701-9501
Other planners in Rock Hill that publish fees
- Southbound Wealth LLCRock HillFlat $2,000-$10,000, Annual $3,000-$25,000/yr
- Venables Financial SolutionsRock HillHourly $350/hr, Monthly $175-$300/mo
More planners in South Carolina that publish fees
- CMC Wealth Management, LLCLexingtonHourly $200-$500/hr
- JP Wealth Management, Inc.Mount PleasantHourly $200/hr
- YourValues Wealth Counsel, LLCCharlestonHourly $450/hr, Flat $5,000-$50,000
- Black Dog Financial Planning LLCMount PleasantHourly $250/hr, Monthly $149-$449/mo
- Multipath Wealth ManagementColumbiaHourly $200/hr, Flat $2,500-$6,000
- Insight Tax & Finance LLCGreenvilleHourly $300/hr
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.