Subscription financial advisors in South Carolina
Jump to the 17 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in South Carolina is $356 a month (middle half $299-$800), from 16 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 1 firm in South Carolina only quotes a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in South Carolina and their published fees
17 firms with published fees
South Carolina medians: $266/hr, $2,750 flat, $356/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Harvest Financial Planning, LLCFort Mill | $150/hr below the South Carolina median | Not published | $80/mo below the South Carolina median$80/mo below the South Carolina median |
| JM Tax & Financial LLCTega Cay | Not published | Up to $500 | $75- |
| Sherman Financial & Wealth ManagementDaniel Island | Not published | $999 below the South Carolina median | $167/mo below the South Carolina median$167/moFrom $1,000/yr below the South Carolina median |
| Venables Financial SolutionsRock HillVirtual meetings | $350/hr above the South Carolina median | Not published | $175- |
| Black Dog Financial Planning LLCMount Pleasant | $250/hr near the South Carolina median | Not published | $149- |
| First Rank FinancialSantee | Not published | $1,000- | $300/mo below the South Carolina median$300/mo below the South Carolina median |
| Silver Oak Leaf Financial Services L.L.C.Bluffton | Not published | $500- | $200- |
| Pathfinder Planning LLCLake WylieCFP® | $400/hr above the South Carolina median | $4,000 above the South Carolina median | $350/mo near the South Carolina median$350/mo near the South Carolina median |
| Multipath Wealth ManagementColumbiaCFP® | $200/hr below the South Carolina median | $2,500- | $100- |
| Sweetgrass Financial Planning, LLCMount Pleasant | $250- | $250- | $400/mo above the South Carolina median$400/mo above the South Carolina median |
| Flourish Financial Life PlanningAndersonVirtual meetings | Not published | Up to $1,500 | Up to $417/moUp to $1,250/qtr (up to $417/mo) |
| Yellow Oak Financial Planning, LLCSimpsonvilleCFP® | $350- | $750- | $417- |
| Capital Wealth Group LLCColumbia | $350/hr above the South Carolina median | $2,500- | $450- |
| Two Tree Financial, LLCChapin | Not published | $2,500- | $800/mo above the South Carolina median$800/moFrom $7,200/yr above the South Carolina median |
| Flip Flops and Pearls Financial PlanningMount Pleasant | $500/hr above the South Carolina median | $5,000- | $750- |
| Hampton Park Financial PlannersCharlestonCFP® | $350/hr above the South Carolina median | Not published | $125- |
| Flowrate Financial, LLCMount PleasantVirtual meetingsCFP® | $250/hr near the South Carolina median | Up to $4,000 | $250- |
Subscription fees in South Carolina: key findings
- The median subscription fee in South Carolina, $356 a month from 16 firms, is $119 below the US median of $475 a month (1,036 firms).
- The median subscription fee in South Carolina (16 firms) is the 26th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the South Carolina median ($356 a month, 16 firms) comes to $4,272 before any upfront fee, against a median of $2,750 for a one time plan in South Carolina (31 firms).
- 4 of the 16 South Carolina firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 11 of the 16 South Carolina firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $356/mo | $299- | 16 firms |