Jonathan Kassouf
Kassouf Wealth Advisors · Birmingham, Alabama
Jonathan Kassouf is a fee-only financial advisor at Kassouf Wealth Advisors in Birmingham, Alabama, who holds the PFS 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 | PFS |
| SEC registration | Investment adviser representative in AL · CRD 7177481 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kassoufwealth.com |
How Jonathan'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 Jonathan
Is Jonathan Kassouf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Kassouf Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Kassouf based?
Jonathan Kassouf is based in Birmingham, Alabama.
What credentials does Jonathan Kassouf hold?
Jonathan Kassouf holds the PFS credential.
Is Jonathan Kassouf registered with the SEC?
Yes. Jonathan Kassouf is registered as an investment adviser representative in AL (CRD 7177481), 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 Jonathan Kassouf?
Through Jonathan'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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