YourValues Wealth Counsel, LLC fees
Financial planner in Charleston, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, YourValues Wealth Counsel, LLC (Charleston, SC) charges $450 an hour and a flat or project fee of $5,000-$50,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change.
- Hourly rate
- $450/hr
Above the South Carolina median of $266; 91% of the 47 other planners in South Carolina that publish an hourly rate charge less. All 3 other planners in Charleston charge less.
“Hourly fees are $450 per hour.”
- Flat or project fee
- $5,000-
$50,000 Above the South Carolina median of $2,750; 97% of the 30 other planners in South Carolina that publish a flat or project fee charge less. The one other planner in Charleston charges less.
“Fixed fees range from $5,000 to $50,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How YourValues Wealth Counsel, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees for hourly engagements are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s].”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 9, 2026
- CRD number
- 343039 (opens in new tab)
- Phone
- (843) 485-7695
Other planners in Charleston that publish fees
- Active Lifestyle Financial PlanningCharlestonFlat $1,000
- Akin Investments, L.L.C.CharlestonHourly $150-$300/hr
- Collins AdvisorsCharlestonHourly $200/hr
- Hampton Park Financial PlannersCharlestonHourly $350/hr, Monthly $125-$5,000/mo
More planners in South Carolina that publish fees
- Keen Capital, LtdChapinHourly $120-$395/hr, Flat $750-$1,000
- Intelligent InvestingGreenvilleHourly $250/hr, Flat $500-$5,000
- Ascension Wealth Advisors, LLCMount PleasantHourly $165/hr, Flat $2,500
- Gordon FinancialMount PleasantHourly $150/hr, Flat $500
- First Rank FinancialSanteeFlat $1,000-$1,500, Monthly $300/mo
- Resettle WealthMyrtle BeachFlat $10,000
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.