The Wealthcare Clinic fees and pricing

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

According to its Form ADV Part 2A brochure dated September 30, 2026, The Wealthcare Clinic charges a quarterly fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $1,500/qtr; “If billed quarterly in arrears, the quarterly fee would be approximately $1,500.”

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

“Fees are negotiable at the Firm’s discretion.”
“When an account is managed for a partial billing period, such as a new account, a termination, or a change of service during the quarter, the fee is prorated by the number of days the account was managed divided by the number of days in the billing period.”
“In practice, each quarterly fee is calculated by applying one-fourth of the applicable annual rate to the billable assets within each tier on the last day of the billing period, prorated for any partial billing period.”

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.75% a year
Minimum: $7,500 minimum fee (stated in brochure)
Employees: 2
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342399
Phone: (904) 415-6162

Is something on this page wrong or out of date?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.