Women's Worth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“A Women’s Worth Advisors’ financial plan will not exceed $3,000 per individual, and $4,500 per family for a completed financial plan.”

Quarterly fee

$500/qtr

“Money Management Wellness Individual Fixed Fee $500 per Quarter Payment is due in full the day of meeting in the form of cash or check.”

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

How Women's Worth Advisors bills

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

• “Investment Management Fee Structure WWA investment management fees for Non-Discretionary investment management, unless negotiated otherwise, are charged quarterly, in advance, and based on the account balance at the end of the previous quarter.”
• “Client agree otherwise, payment is due within 30 days of the end of the quarter that is billed.”
• “Adviser will send Client an invoice showing the amount of the fee due for services rendered, the value of the assets on which the fee is based, the period covered by the fee, and the specific manner in which the fee was calculated.”

How Women's Worth Advisors’ fees compare

• Its flat or project fee of $3,000 matches the South Carolina median of $3,000. 49% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Women's Worth Advisors

• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

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

1.5% a year

Clients

60

Employees

2

Works with

Individuals

Services reported to regulators

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

Assets managed

$26,030,516

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310961

Website

womensworthadvisors.com (opens in new tab)

Phone

(843) 681-7526

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• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
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