The Charles Towne Agency
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only financial planning on an hourly basis to high-net-worth individuals and families, alongside services for trusts, endowments, pension plans, corporations and other institutional clients. Services described in the brochure include retirement and education planning, charitable-giving and tax and estate guidance, as well as advice related to mortgages and insurance.
The firm generally does not manage portfolios or accept discretionary authority, instead delivering non-discretionary recommendations and written financial plans informed by traditional research sources and the integration of artificial intelligence. CTA operates on an hourly, fee-only billing model and does not use percentage-of-AUM or performance-based fee arrangements, a combination that is uncommon among firms in the investment-manager category.
Distinctive features include its recent formation and operation under a single principal who oversees compliance and reviews, its explicit policy of not taking custody of client assets or receiving third-party commissions, and its stated focus on providing planning and recommendations rather than portfolio management. Serving both high-net-worth individuals and institutional entities while centering on hourly, non-discretionary advice sets the firm apart from many peer investment managers that typically charge AUM-based fees and provide discretionary portfolio management.
Client services
Expertise
Fee options
$420/hour
Fee-only: Fee-only financial planning provided on an hourly basis.
Main office
McClellanville SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Euro Dollar Financial Group Inc · The Charles Towne Agency
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.
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