CRD: 305086
Metis Wealth Management & Planning LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2019
- Office Locations
- 1
Office Locations
About Metis Wealth Management & Planning LLC
Metis Wealth Management & Planning is an independent, fee-only RIA in Bluffton, SC focused on retirees and pre-retirees. The firm provides retirement planning and ongoing portfolio management with an emphasis on tax-efficient investing, coordinated withdrawals, and monitoring spending so assets last, including Medicare and tax considerations. Their process uses a customized roadmap built with two planning methodologies plus monthly check-ins and spending reviews. Custody via Charles Schwab.
Reported data analysis
What the numbers show
Between April 17, 2025 and January 24, 2026, reported AUM increased 6.7%, from $107.6M to $114.9M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 2 advisory representatives and 470 clients, or 235 clients per representative. That equates to $244.4K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
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- Services
- Technology
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Owner & Executives
Jennifer S Sokolowski
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6882692
- Ownership
- 50% but less than 75%
Robert W Sokolowski
Certified Financial Planner, INVESTMENT MANAGER, Owner
- CRD
- #6882734
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,663,033 | $500,718 |
| Non-Discretionary | $1,189,358 | $1,189,358 |
| Total | $114,852,391 | $503,739 |
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Separately Managed Accounts
SMA allocation detail is available
Metis Wealth Management & Planning LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.