Runey & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Runey & Associates Wealth Management provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm manages roughly $90.8 million across about 151 client relationships and generally charges asset‑based fees.
Investment advice is centered on ETF‑focused model portfolios and strategic asset allocation, with recommendations tailored to clients’ time horizons, liquidity needs and risk tolerances. The firm typically manages accounts on a discretionary basis, performs ongoing monitoring, and implements tax‑aware rebalancing and asset‑location strategies, including management of held‑away retirement and HSA accounts through an order‑management system.
Distinctive features include retirement‑planning workshops and seminars for prospective clients and small‑business 401(k) participants—events that generally carry a nominal fee which is donated to the hosting college or university. Senior staff hold industry credentials (CFA, CFP, CPA) and have prior experience in investment banking and private equity, and the firm leverages third‑party tools (Pontera for held‑away account management and AdvicePay for subscription billing) to support its advisory processes.
Client services
Expertise
Fee options
Nominal fee usually below $50 for educational workshops and seminars; negotiated fees for small business 401(k) plan participant seminars.
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Account minimum: No specific minimum stated; however, it "makes sense to have at least $500,000 of assets under management to receive the most value from the program." The firm generally does not require a minimum to open and maintain an account but reserves the right to terminate accounts it deems too small to manage effectively.
Main office
761 Coleman Blvd., Suite E
Mount Pleasant SC 29464
Advisors at this office
2
Most active in
New Hampshire · South Carolina
Also doing business as
E & R Wealth Management, LLC · Runey & Associates Wealth Management
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.
Quick links
Advisors at this firm
James R
CFA®, Series 63
Mount Pleasant, SC
Runey & Associates Wealth Management
James Runey is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Runey & Associates Wealth Management since 2014. The firm provides discretionary portfolio management and integrated financial planning to individual and high-net-worth clients. Runey & Associates Wealth Management focuses on ETF-based model portfolios and strategic asset allocation tailored to clients’ specific needs, managing approximately $90.8 million across 151 client relationships.
Tyler P
CFP®, Series 65
Mount Pleasant, SC
Runey & Associates Wealth Management
Tyler Peterson is a CFP® with four years of industry experience, currently advising at Runey & Associates Wealth Management in Mount Pleasant, SC. His prior experience includes roles at Deloitte and CohnReznick, as well as a position at St. Bonaventure University. Runey & Associates Wealth Management offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, focusing on ETF-based model portfolios and strategic asset allocation tailored to clients’ time horizons and risk tolerances. The firm also conducts retirement-planning workshops and seminars, with fees often donated to educational institutions.
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