David Kassouf
Kassouf Wealth Advisors · Birmingham, Alabama
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.
Request an introduction to David →
Facts
| Firm | Kassouf Wealth Advisors |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $471.3M across 440 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 4583696 |
| Exams passed | Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kassoufwealth.com |
How David's firm compares
- Kassouf Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 440 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.