Stella Maris Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management, its integrated "Wealth Stewardship Planning" process, stand-alone planning engagements, and retirement plan consulting for qualified plans.
Investment advice is tailored to each client's objectives and may include individual equities, ETFs, mutual funds, fixed income, cash equivalents, and, for eligible clients, private real estate funds and other alternatives; portfolios are managed with a focus on diversification, tax-aware strategies, periodic rebalancing, and long-term risk management. The firm relies on third-party technology and analytic tools — and discloses use of AI-assisted tools by the firm and its service providers — to support portfolio reporting, planning, and operational functions while maintaining fiduciary oversight.
Notable distinctions in the brochure include that the firm commenced operations in June 2026 and reported no regulatory assets under management at initial filing, and that the firm’s investment adviser representative is separately licensed as an insurance agent and may recommend commissionable insurance products (including fixed indexed and registered index‑linked annuities), which the firm discloses as a potential conflict of interest. The firm also highlights employer plan services (including potential 3(38)/3(21) roles), coordination with independent professionals, and the ability to manage held‑away accounts and provide stand‑alone planning, features that may be less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Fee options
Stand-alone Wealth Stewardship Planning fees range from $5,000 to $10,000 depending on scope and complexity.
<$100,000 - $250,000: 1.50% $250,001 - $500,000: 1.45% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.30% $2,500,001 - $5,000,000: 1.20% $5,000,000++: 1.10%
Account minimum: $250,000
Main office
Greer SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Stella Maris Wealth · Stella Maris Wealth Management 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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