# David Kassouf

> David Kassouf is a fee-only financial advisor at Kassouf Wealth Advisors in Birmingham, Alabama, who holds the CFP credential. Kassouf Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-kassouf/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kassouf Wealth Advisors
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $471.3M across 440 accounts
- **Credentials:** CFP
- **CRD:** 4583696 (https://adviserinfo.sec.gov/individual/summary/4583696)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (1999)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://kassoufwealth.com

## Frequently asked questions

### Is David Kassouf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kassouf Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Kassouf Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Kassouf based?

David Kassouf is based in Birmingham, Alabama.

### What credentials does David Kassouf hold?

David Kassouf holds the CFP credential.

### Is David Kassouf registered with the SEC?

Yes. David Kassouf is registered as an investment adviser representative in AL (CRD 4583696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kassouf Wealth Advisors manage?

Kassouf Wealth Advisors reports $471.3M across 440 accounts in assets under management.

### How do I contact David Kassouf?

Through David's website, kassoufwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4583696): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.