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The Charles Towne Agency
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100
Clients
0
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
0
Very LowAverage account size
—
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
Financial planning
Expertise
General retirement planning
Charitable giving & philanthropy
General tax planning
General estate planning guidance
Fee options
$420/hour
Fee-only: Fee-only financial planning provided on an hourly basis.
Main office location
The Charles Towne Agency
Mcclellanville SC, United States
Number of offices
1
Most active in
The Charles Towne Agency 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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