Upstate Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$99⁠-⁠$250/hr

“The hourly fee for these services is between $99 and $250.”

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

How Upstate Financial Planning, LLC bills

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

• “The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior billing period. 4 These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of UFP, LLC's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Consulting Services Agreement.”

How Upstate Financial Planning, LLC’s fees compare

• Its hourly rate of $99-$250 is below the South Carolina median of $250. 20% of the 69 other South Carolina planners that publish an hourly rate charge less.

About Upstate Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$12,410,555

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321092

Phone

(864) 416-1214

Other planners in Simpsonville that publish fees

• Clocktower Private WealthSimpsonville$500/hr, $2,500⁠-⁠$20,000
• Yellow Oak Financial Planning, LLCSimpsonville$1,000
• 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

Compare all 4 planners in Simpsonville