The Charles Towne Agency fees and pricing

Published fees

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

Hourly rate

$420/hr

“Item 5 - Fees and Compensatiol If a client has not had the brochure document at least 48 hours prior to entering into an investment advisory agreement, “the advisory client has a right to terminate the contract without penalty for five business days after entering into the contract.” The fee charged by The Charles…”

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

How The Charles Towne Agency bills

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

• “In the event of an early termination of service you will only be billed for time appropriated.”
• “You agree to pay the balance of actual fees for initial services provided, which will be due and payable to CTA immediately upon presentation of recommendations to you.”
• “Payment of such invoices shall be made within twenty (20) days of receipt.”

How The Charles Towne Agency’s fees compare

• Its hourly rate of $420 is above the South Carolina median of $250. 90% of the 69 other South Carolina planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About The Charles Towne Agency

• 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

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Assets managed

$100

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331489

Phone

(917) 704-8316

Other planners in South Carolina that publish fees

• 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
• Altamont Advisors LLCGreenville$150/hr
• Anderson Wealth Management, Inc.Greer$350/hr, $1,500⁠-⁠$10,000

Compare all 194 planners in South Carolina