RIA Intel›Advisers›South Carolina›FLOURISH FINANCIAL LIFE PLANNING, LLC

FLOURISH FINANCIAL LIFE PLANNING, LLC

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$114K

across 22 accounts

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

VASSAS JR., JAMES W

$3M

WINYAH FINANCIAL SERVICES, LLC

$3M

PRAJANA VENTURES, LLC

ROCK HILL, SC

$3M

LUTHER WEALTH MANAGEMENT LLC

$3M

TWO TREE FINANCIAL, LLC

$2M

SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC

$2M

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