Charleston Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,500,000
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
73
51% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
73
Very HighAverage account size
$1,061,644
About
Charleston Wealth Advisors provides ongoing investment management, written financial planning, and consulting for employer-sponsored retirement plans. The firm’s brochure also describes business-planning and employee benefits optimization services for owners and employees, in addition to standard portfolio management and retirement-account advice for individual clients.
The firm’s investment process emphasizes strategic asset allocation with tactical adjustments, drawing on both fundamental and tactical analysis and a mix of active and passive vehicles to construct personalized portfolios. Accounts are reviewed periodically and may be managed on a discretionary or non‑discretionary basis, and the firm states it acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.
Distinctive for its peer group, the brochure discloses a specific focus on corporate clients and pension/profit‑sharing plan work—services that are comparatively uncommon among independent advisers—and reports roughly $78.6 million in discretionary assets under management as of December 2025. The firm recommends custodians including Charles Schwab, Altruist, and Vanguard, does not participate in wrap programs or block trading, maintains a written Code of Ethics, and generally does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
$250 per hour for Financial Planning and Employee Benefit Plan Services
Fee-only: Project-Based Financial Planning: $1,000 - $5,000 (based on complexity and scope); Hourly Financial Planning: $250 per hour; Employee Benefit Plan Services: $250 per hour
Main office location
Charleston Wealth Advisors
806 Johnnie Dodds Blvd, Ste 202
Mount Pleasant SC 29464, United States
Number of offices
1
Most active in
Charleston Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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