Metis Wealth Management & Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Metis Wealth Management & Planning reports 465 clients. They include 430 individual clients, 31 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 99.0% ($114M across 227 accounts) are managed with discretion; $1.19M across 1 account is not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 10% |
| High-net-worth individuals | 7% | 88% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 430 | $11.5M | 10.0% | $26.7K |
| High-net-worth individuals | 31 | $101M | 87.9% | $3.26M |
| Charitable organizations | Fewer than 5 | $9.45K | 0.0% | $9.45K |
| Corporations and other businesses | Fewer than 5 | $2.37M | 2.1% | $791K |
| Total | 465 | $115M | 100% | — |
- Clients
- 430
- Regulatory AUM
- $11.5M
- AUM share
- 10.0%
- Avg. per client
- $26.7K
- Clients
- 31
- Regulatory AUM
- $101M
- AUM share
- 87.9%
- Avg. per client
- $3.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.45K
- AUM share
- 0.0%
- Avg. per client
- $9.45K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.37M
- AUM share
- 2.1%
- Avg. per client
- $791K
Total
- Clients
- 465
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Metis Wealth Management & Planning charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting fees are negotiable, generally an hourly fee of $300.
- Retirement plan consulting
- Retirement plan consulting is a percentage of plan assets; fees vary by plan and are negotiated with the client.
Jennifer Sokolowski owns 50% to 75% of Metis Wealth Management & Planning. The leadership team of Metis Wealth Management & Planning includes Chief Compliance Officer Jennifer Sokolowski. It has 2 employees.
Leadership
- Jennifer SokolowskiChief Compliance Officer/Owner
- Robert SokolowskiOwner/Investment Manager
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Metis Wealth Management & Planning LLC
Jennifer Sokolowski
Control person · since January 2022
- Owns 50% to 75% of Metis Wealth Management & Planning LLC
Robert Sokolowski
Control person · since January 2022
Metis Wealth Management & Planning’s regulatory assets grew from $108M (April 2025) to $115M (January 2026); clients rose from 83 to 465 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $115M | 465 | 2 | 1 |
| April 2025 | $108M | 83 | 2 | 1 |
Besides its headquarters, Metis Wealth Management & Planning has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 5 Red Cedar St, Suite 201, BlufftonHQ
Contact and registration details
- Legal name
- Metis Wealth Management & Planning LLC
- Headquarters
- 5 Red Cedar St, Suite 201, Bluffton, SC 29910
- Website
- metiswealthllc.com
- Phone
- 843-271-6088
- @metiswealth
- SEC file
- 801-132805
- Structure
- South Carolina LLC
- Fiscal year end
- December
Metis Wealth Management & Planning uses Charles Schwab ($115M) as custodian for its separately managed accounts. Metis Wealth Management & Planning has custody of $1.91M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $115M100%
At year end, Metis Wealth Management & Planning’s separately managed accounts were largely in stocks (44%) and funds (29%).
What the accounts hold
- Stocks44%
- Funds29%
- Bonds23%
- Investment grade corporate bonds17%
- U.S. government and agency bonds4%
- State and local bonds2%
- Cash5%
How many clients does Metis Wealth Management & Planning have?
Metis Wealth Management & Planning has 465 clients and manages $115 million for them, as of January 2026. They include 430 individual clients, 31 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 January 2026
What services does Metis Wealth Management & Planning offer?
Metis Wealth Management & Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Metis Wealth Management & Planning charge?
Metis Wealth Management & Planning charges 0.75%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Metis Wealth Management & Planning use?
Metis Wealth Management & Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 January 2026
How many financial advisors does Metis Wealth Management & Planning have?
Metis Wealth Management & Planning has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Metis Wealth Management & Planning invest in?
At the end of its last fiscal year, Metis Wealth Management & Planning’s separately managed accounts held 44% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 17% investment grade corporate bonds, 5% cash and equivalents, 4% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Metis Wealth Management & Planning?
Metis Wealth Management & Planning’s direct owners are Jennifer Sokolowski (50% to 75%) and Robert Sokolowski (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 January 2026
How does Metis Wealth Management & Planning get paid?
Metis Wealth Management & Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Metis Wealth Management & Planning?
Metis Wealth Management & Planning’s main office is at 5 Red Cedar St, Suite 201, Bluffton, SC 29910. Its phone number is 843-271-6088. Its website is metiswealthllc.com.