Fee-only adviser · Bluffton, SC
Hilton Head Wealth Advisors, LLC
Hilton Head Wealth Advisors, LLC is a fee-only investment adviser registered with the securities regulator of South Carolina, with its main office in Bluffton, South Carolina. On its latest Form ADV, filed February 23, 2026, it reports $4.2M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: South Carolina |
|---|---|
| Firm CRD number | 285945 |
| Office | 5 Palmetto Cove Court Bluffton, SC 29910 |
| Phone | (203) 482-0671 |
| Website | Not listed |
| Regulatory assets under management | $4.2M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bluffton
- Metis Wealth Management & Planning LLC $115M
- The Bedminster Group $199M
- Coastline Complete Wealth LLC $214M
- Tidal Creek Capital Advisors $126M
- Oak Advisors, LLC $285M
- Palmer Jones & Associates, Inc. $59M
See all 9 fee-only advisers in Bluffton →
Nearby
- Okatie 2 firms
- Hilton Head 1 firm
- Hilton Head Island 2 firms
- Beaufort 2 firms
- Tybee Island 1 firm
- Savannah 10 firms
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