Gerard Kassouf
Kassouf Wealth Advisors · Birmingham, Alabama
Gerard 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.
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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 4583697 |
| Exams passed | Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kassoufwealth.com |
How Gerard's firm compares
- Kassouf Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 440 accounts).
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Questions about Gerard
Is Gerard Kassouf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard 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 Gerard charge for financial advice?
Gerard's firm, Kassouf Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerard Kassouf based?
Gerard Kassouf is based in Birmingham, Alabama.
What credentials does Gerard Kassouf hold?
Gerard Kassouf holds the CFP credential.
Is Gerard Kassouf registered with the SEC?
Yes. Gerard Kassouf is registered as an investment adviser representative in AL (CRD 4583697), 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 Gerard Kassouf?
Through Gerard'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.
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