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WW Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
WW Consulting provides non‑discretionary investment advice and related financial planning services to a range of clients, including individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, and charitable organizations. Its brochure describes services such as portfolio recommendations (primarily fund‑based allocations), tax planning and preparation, education planning for 529 accounts, and risk‑management/insurance guidance.
The firm’s investment process emphasizes fundamental analysis of macroeconomic and sector factors to inform asset allocation and selection of mutual funds, ETFs, and fixed‑income instruments, with advice delivered on a non‑discretionary basis. It integrates tax analysis and insurance considerations into recommendations, using tax‑return work and insurance licensing to shape after‑tax and risk‑management decisions.
Noteworthy features for a firm in this category include the principal’s combination of academic research activities with professional credentials (CFA and Enrolled Agent) and insurance licenses, which the firm says it uses to provide integrated advice across investments, taxes, and insurance. The brochure also discloses client types that are uncommon among peers (charitable organizations and pension/profit‑sharing plans, alongside both non‑HNW and HNW individuals) and notes the use of hourly billing for tax and insurance services in addition to asset‑based investment fees; the firm discloses it does not take custody or discretionary control of client assets.
Client services
Portfolio management
Tax planning, risk management, education planning
Tax planning, risk management, education planning
Expertise
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $10,000: N/A - $125 quarterly fee $10,001 - $50,000: $125 + 0.50% of amount over $10,000 per quarter $50,001 - $100,000: $325 + 0.25% of amount over $50,000 per quarter $100,001 - $500,000: $450 + 0.20% of amount over $100,000 per quarter $500,001 - $1,000,000: $1,250 + 0.15% of amount over $500,000 per quarter $1,000,001 - $2,000,000: $2,000 + 0.06% of amount over $1,000,000 per quarter $2,000,001+: $2,600 + 0.03% of amount over $2,000,000 per quarter
$100 to $400 per hour for tax planning, income tax preparation, and risk management/insurance services.
Minimum fee: $125 quarterly minimum fee for assets up to $10,000 Fee-only: Fee-only advisory services; no commissions or third-party referral fees received.
Main office location
WW Consulting
North Charleston SC, United States
Number of offices
1
Most active in
WW Consulting 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
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