Wealth Management Advisors, LLC fees and pricing

Financial planner in Greenville, South Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Wealth Management Advisors, LLC charges $500 an hour for financial planning.

Published fees

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

Hourly rate: $500/hr; “When we provide stand-alone financial planning services to you, these fees are estimated at the time of the engagement for such services and are based on the hourly rate of $500.”

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

“Our annual portfolio management fee is billed and payable quarterly in advance as agreed by you in your investment advisory agreement.”
“In instances when your account is opened in the middle of a quarter, the advisory fee may be payable in arrears.”
“Fees are automatically deducted from the account pursuant to the advisory agreement and are Page 10 not billed separately to Clients.”

Its hourly rate of $500 is above the South Carolina median of $250. 91% of the 69 other South Carolina planners that publish an hourly rate charge less.
8 of the 8 other planners in Greenville that publish an hourly rate charge less.

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: 2.5% a year
Minimum: $250,000 in assets (stated in brochure)
Clients: 698
Employees: 10
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, insurance companies, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $686,123,088
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 171260
Website: wagnerwealthmanagement.com (opens in new tab)
Phone: (864) 236-4706

Is something on this page wrong or out of date?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