Charleston Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,500,000
Clients
73
Advisors
1
of 1 employees
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
Expertise
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
806 Johnnie Dodds Blvd, Ste 202
Mount Pleasant SC 29464
Advisors at this office
1
Most active in
Florida · South Carolina · Texas
Also doing business as
Charleston Wealth Advisors · Charleston Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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