YourValues Wealth Counsel offers comprehensive financial planning and consulting services to individuals, high net worth individuals, and businesses. Founded in 2026 and located in Charleston, South Carolina, YourValues Wealth Counsel operates as a registered investment advisor legally required to act in your best interest. The firm provides guidance across multiple areas of your financial situation, including investment planning, retirement planning, business planning, philanthropic planning, personal savings, and education savings. Services involve preparing a formal financial plan or providing specific financial consultations based on your goals and objectives. YourValues Wealth Counsel does not manage investment portfolios or provide investment management services directly; clients remain responsible for implementing any recommendations. The firm charges for its services either on an hourly basis or through fixed engagement fees.
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