The Bedminster Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$4,000/yr

“In cases where the stated minimum asset level is waived or reduced, clients will be subject to a minimum annual fee of $4,000.”

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

How The Bedminster Group’s fees compare

• Its annual fee of $4,000 is below the South Carolina median of $5,000. 45% of the 22 other South Carolina planners that publish an annual fee charge less.

About The Bedminster Group

• Firm size: 3 employees.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

189

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$199,012,353

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118794

Website

twitter.com/BedminsterGroup (opens in new tab)

Phone

(843) 705-5544

Can advise clients in 9 states: California, Florida, Georgia, Massachusetts, North Carolina, New York, South Carolina, Texas, Virginia

Other planners in Bluffton that publish fees

• Coastline Complete Wealth LLCBluffton$250⁠-⁠$500/hr
• Hilton Head Wealth Advisors, LLCBluffton$75/hr
• Lang CapitalBluffton$500⁠-⁠$5,000
• Metis Wealth Management & Planning LLCBluffton$300/hr
• Oak Advisors, LLCBluffton$200⁠-⁠$350/hr, $1,000⁠-⁠$10,000
• Silver Oak Leaf Financial Services L.L.C.Bluffton$500, $200⁠-⁠$500/mo

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