M Wertz is a CFP-designated registered investment advisor at Yourvalues Wealth Counsel, LLC, based in Charleston, SC, with 22 years of industry experience. M operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, High Net Worth, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly financial planning — $450 per hour for customized consultations and planning projects
- Fixed-fee financial planning — $5,000 to $50,000 depending on the scope and complexity of your financial situation
Location
Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Yourvalues Wealth Counsel, LLC
Previous Registrations
Johnson Investment Counsel, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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