YourValues Wealth Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
YourValues Wealth Counsel, LLC provides financial planning and consulting services to individuals, high‑net‑worth clients, and businesses, delivering either written financial plans or ad‑hoc consultations across areas such as investment planning, retirement, business and philanthropic planning. The adviser operates as a fiduciary and may refer clients to accountants, attorneys, or other specialists when engagements require additional expertise.
The firm focuses on financial planning rather than investment management, relying on fundamental analysis and third‑party research to inform recommendations that may include ETFs, mutual funds, equities and fixed‑income securities, while clients remain responsible for implementing those recommendations. It encourages periodic reviews—typically at least annually—and generally completes planning engagements within a matter of months once requested information is provided.
As a newly formed, fee‑only adviser with no assets under management and no active registered advisors, the firm is noteworthy for offering both hourly and fixed‑fee planning arrangements, an arrangement that is uncommon among firms in this category. The adviser does not manage client assets, accept custody, charge performance‑based fees, or operate private funds, and its principal holds CFP and CAP professional credentials.
Client services
Expertise
Fee options
Fixed fees ranging from $5,000 to $50,000
$450 per hour
Fee-only: Hourly fees of $450 per hour; Fixed fees range from $5,000 to $50,000, negotiable based on complexity and relationship
Main office
Charleston SC
Advisors at this office
1
Most active in
South Carolina
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.
Forms ADV
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