Mullooly Wealth Planning LLC

RIAState Registered

Total AUM

$2M

Discretionary

$2M

100% of AUM

Avg account

$134K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clover, South Carolina
CRD number: 324792
Website: mulloolywealthplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mullooly Wealth Planning LLC is an independent, owner-run advisory firm registered at the state level in South Carolina that focuses on individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutional clients, along with pension consulting services and educational seminars. Its fee menu includes percentage-of-AUM charges as well as hourly and fixed-fee engagements. The practice is not positioned as an ESG specialist and operates primarily within a single state. It is not structured as a capital allocator to third‑party alternative managers.