Advisor at Mullooly Wealth Planning LLC
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Firm
Mullooly Wealth Planning LLC
Location
Clover, SC 29710
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.
Based on Mullooly Wealth Planning LLC
$1,000 flat fee annually for accounts under $249,000; financial planning fees as noted above
$0 - $249,000: $1,000 flat fee annually (paid quarterly in advance) $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
Account minimum: $500,000 (generally, but may be waived or adjusted) Minimum fee: $1,000 flat fee annually for accounts with $0 - $249,000 (paid quarterly in advance) Fee-only: Financial Planning fees ranging from $0 to $2,500 for Financial Checkup; $2,500 to $10,000 for Core Financial Plan; ongoing Financial Planning and Investment Advisory service available for clients typically over $500,000 AUM
264 Latitude Lane, Suite 102
Clover, SC 29710
South Carolina
OSAIC
2025 - Present (1 year)
Mullooly Wealth Planning, LLC
2022 - Present (4 years)
ALPS Distributors, Inc.
2009 - 2022 (13 years)
Cullen Capital Management / Cullen Funds
2006 - 2022 (16 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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