The Fiduciary Alliance 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

$350/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $350.00 per hour and the client will be refunded the difference.”

Flat or project fee

$500⁠-⁠$40,000

“The fixed fee can range between $500.00 and $40,000.00.”

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

How The Fiduciary Alliance bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis.”

How The Fiduciary Alliance’s fees compare

• Its hourly rate of $350 is above the South Carolina median of $250. 67% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Greenville that publish an hourly rate charge less.
• Its flat or project fee of $500-$40,000 spans the South Carolina median of $3,000. 95% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Greenville that publish a flat or project fee charge less.

About The Fiduciary Alliance

• Principal: Brian Boughner
• Firm size: 76 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

8,744

Employees

76

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$2,526,238,956

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284924

Website

facebook.com/people/Retirement-Readiness/100086451053874 (opens in new tab)

Phone

(864) 385-7999

Can advise clients in 43 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Greenville that publish fees

• Altamont Advisors LLCGreenville$150/hr
• Bca Private Wealth, Inc.Greenville$125⁠-⁠$500/hr, $2,000/yr
• Continuum Wealth Management, LLCGreenville$300/hr
• First There FinancialGreenville$2,500
• Hardin Capital Partners, LLCGreenville$300/hr
• Norris Financial Group, LLCGreenville$200/hr, $1,200⁠-⁠$2,000/yr

Compare all 27 planners in Greenville