Advisor at Time & Wealth Management, LLC
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Firm
Time & Wealth Management, LLC
Location
Charleston, SC 29403
Credentials
CFP®, Series 66
Industry experience
10 years
Caleb Goding is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Time & Wealth Management, LLC. He previously worked at Charleston Capital Management, LLC and is the owner and president of Sphere LLC, a management consulting firm offering executive coaching and operations consulting. He also holds power of attorney responsibilities for his brother while he is deployed overseas. Time & Wealth Management, LLC is a small independent registered investment adviser that serves individuals, trusts, and institutional clients, including ERISA pension plans. The firm provides discretionary portfolio management, financial planning, pension consulting, insurance services, and outsourced financial and operational support, tailoring portfolios to client goals and combining fundamental, technical, and macro investment analysis.
Based on Time & Wealth Management, LLC
Based on Time & Wealth Management, LLC
Financial planning flat fee available; consulting services may be charged flat fees
Financial planning hourly fees typically range from $500 to $1,500 per hour
Account minimum: $1,000,000 Fee-only: Financial planning fees charged as flat fee or hourly fee, typically $500 to $1,500 per hour
409 King Street, Suite 200
Charleston, SC 29403
South Carolina
Time & Wealth Management, LLC
2021 - Present (5 years)
Charleston Capital Management, LLC
2016 - 2022 (6 years)
Sphere, Llc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
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Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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