South County Wealth Planning

Overview

South County Wealth Planning is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines fee-based portfolio management with financial planning and consulting, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements for planning or project work. Its advisory offerings extend beyond household clients to include small businesses and institutional accounts, and the firm runs educational workshops as part of its client services. Investment activity is skewed toward liquid public markets, with a clear preference for equities. The firm is not positioned as a capital allocator: alternative exposure is obtained through third-party fund managers rather than direct private deal sourcing. South County Wealth Planning does not flag itself as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices