Mullooly Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,011,103
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$182,828
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
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
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 location
Mullooly Wealth Planning LLC
264 Latitude Lane, Suite 102
Clover SC 29710, United States
Number of offices
1
Most active in
Mullooly Wealth Planning LLC 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:
-
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.
-
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.
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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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