Metis Wealth Management & Planning LLC

Metis Wealth Management & Planning LLC (CRD# 305086) is a financial advisory firm headquartered in Bluffton, SC. They manage $90,374,802 in 205 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5 Red Cedar St, Suite 201, Bluffton, SC 29910
https://metiswealthllc.com/
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $440,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY, SC, TX, VT

Financial Advisors at Metis Wealth Management & Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Sokolowski, financial advisor Bluffton SC
Jennifer S. Sokolowski
CRD#: 6882692
5 Red Cedar St, Suite 201, Bluffton, SC 29910

Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry.

2
Robert Sokolowski, financial advisor Bluffton SC
Robert W. Sokolowski
CRD#: 6882734
5 Red Cedar St, Suite 201, Bluffton, SC 29910

Robert Sokolowski (CRD# 6882734) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals