Jessica McDonald
Southern Wealth Builders · Birmingham, Alabama
Jessica McDonald is a fee-only financial advisor at Southern Wealth Builders in Birmingham, Alabama, who holds the CFP and MS credentials.
- $1,200
- Ongoing planning, per year, from
- $500
- One-time plan, from
- $3M
- Firm assets managed
- $100,000
- Firm's average account
What Jessica focuses on
How does Jessica's firm compare?
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Ongoing planning starts at $1,200 a year, below the US median of $4,500 for fee-only firms that publish prices.
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A one-time plan starts at $500, below the US median of $2,000 for fee-only firms that publish prices.
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Southern Wealth Builders's average account is about $100,000, from its Form ADV (assets managed divided by 26 accounts).
Questions about Jessica
Is Jessica McDonald a fee-only financial advisor?
Yes. Jessica McDonald is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jessica's firm.
How does Jessica McDonald charge for financial advice?
Jessica McDonald charges an ongoing planning fee and a percentage of assets.
How much does Jessica McDonald charge?
According to Southern Wealth Builders's website, checked October 28, 2026: ongoing planning from $1,200 a year; one-time plans from $500.
Where is Jessica McDonald based?
Jessica McDonald is based in Birmingham, Alabama.
What does Jessica McDonald specialize in?
Jessica McDonald's specialties include retirement planning, small business owners and tax planning.
What credentials does Jessica McDonald hold?
Jessica McDonald holds the CFP and MS credentials.
Is Jessica McDonald registered with the SEC?
Yes. Jessica McDonald is registered as an investment adviser representative in AL (CRD 7337410), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Southern Wealth Builders manage?
Southern Wealth Builders reports $2.6M across 26 accounts in assets under management.
How do I contact Jessica McDonald?
Through Jessica McDonald's website, southernwb.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Southern Wealth Builders |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $1,200 a year · One-time plans from $500 |
| Accepting new clients | Yes |
| Assets under management | $2.6M across 26 accounts |
| Credentials | CFP · MS |
| SEC registration | Investment adviser representative in AL · CRD 7337410 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | southernwb.com |
| Profile |
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Other fee-only advisors in Birmingham
Other advisors in Alabama who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Southern Wealth Builders website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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