Venables Financial Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly fee rates are $350 per hour of work.”

Flat or project fee

$1,250

“Ongoing Financial Planning VFS collects an initial fee, no greater than $1,250 for individuals and $2,000 for couples.”

Monthly fee

$175⁠-⁠$300/mo

“Fees are paid monthly in arrears, ranging from $175 to $250 per month for individuals, and $225 to $300 per month for couples.”

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

How Venables Financial Solutions bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Venables Financial Solutions’ 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.
• Its flat or project fee of $1,250 is below the South Carolina median of $3,000. 18% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Rock Hill that publish a flat or project fee charge less.

About Venables Financial Solutions

• Principal: Jeffrey Venables
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

7

Employees

1

Works with

Individuals

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

$163,720

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332371

Website

venablesfinancialsolutions.com (opens in new tab)

Phone

(803) 981-3469

Other planners in Rock Hill that publish fees

• Bna WealthRock Hill$500
• Continuum Capital Advisory, LLCRock Hill$50⁠-⁠$300/hr, $500⁠-⁠$10,000
• Southbound Wealth LLCRock Hill$2,000⁠-⁠$10,000, $1,000⁠-⁠$12,000/mo
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000

Compare all 6 planners in Rock Hill