Venables Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$163,720
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$23,389
About
Venables Financial Solutions provides investment management and financial planning to individual investors (including non‑high‑net‑worth clients) and also accepts corporate and other business clients. Services include discretionary portfolio management, written financial plans (project‑based and ongoing), and recommendations of outside managers and platform strategies such as Betterment for Advisors.
The firm’s investment process emphasizes asset allocation informed by modern portfolio theory, with research that can include fundamental, technical, and cyclical analysis; portfolios use a mix of stocks, bonds, mutual funds, and ETFs and may combine passive and active strategies. Clients work directly with the firm on goal setting and plan implementation, receive quarterly account reviews for managed accounts, and the firm may utilize outside managers for certain mandates.
Compared with many independent advisers, the firm regularly offers paid educational seminars and speaking engagements and also accepts institutional‑type engagements (including plan‑related accounts), both of which are less common among peers. The practice operates at a small scale—with modest assets under management and a limited client roster—and the firm’s principal maintains a substantial outside career in public education, which is a notable operational characteristic.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Educators, Teachers, and Academics
Demographic focus
Mid-Career Professionals
Fee options
Initial Ongoing Financial Planning fee: up to $1,250 for individuals and $2,000 for couples; Educational Seminars: $200 to $500 per seminar
0.65% annually
$350 per hour for Project-Based Financial Planning
Ongoing Financial Planning monthly fees ranging from $175 to $250 for individuals, and $225 to $300 for couples
Fee-only: Ongoing Financial Planning: $175 to $300 per month; Project-Based Financial Planning: $350 per hour
Main office location
Venables Financial Solutions
Rock Hill SC, United States
Number of offices
1
Most active in
Venables Financial Solutions has reported serving >5 clients in these states in the last 12 months.
South Carolina
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
Quick links
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