Mullooly Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and comprehensive financial planning to a range of clients, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. Services include both discretionary and non-discretionary portfolio management as well as tiered planning offerings such as one-time financial checkups, core financial plans, and ongoing financial planning integrated with investment oversight.
Investment decisions are made in accordance with each client’s stated objectives and guidelines and are informed by a combination of outside research and the adviser’s own fundamental and technical analysis. Portfolios typically employ mutual funds, exchange-traded funds, and model-based equity strategies, and the firm describes procedures for equitable trade allocation and periodic account review.
Compared with many peers, the firm places notable emphasis on institutional and retirement-plan work: it discloses pension consulting services and its role as a Covered Service Provider under ERISA with fiduciary authority when so delegated. The firm also highlights educational activity by firm leadership (including serving as a CFP instructor) and offers client-facing educational programs and workshops in addition to its stated in-house research capability.
Client services
Expertise
Fee options
$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
Main office
264 Latitude Lane, Suite 102
Clover SC 29710
Advisors at this office
1
Most active in
South Carolina
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)