A complete list of active advisors currently associated with YourValues Wealth Counsel, LLC
Warmer can help you find a great advisor at YourValues Wealth Counsel, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at YourValues Wealth Counsel, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charleston, SC
| 22
|
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