# Joseph Mason

> Joseph Mason is a fee-only financial advisor at Mayfair Advisory Group in Birmingham, Alabama. Mayfair Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Mayfair Advisory Group
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $806.4M across 1,240 accounts
- **CRD:** 3235287 (https://adviserinfo.sec.gov/individual/summary/3235287)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (1999), Series 65 (2003)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.mayfairag.com

## Frequently asked questions

### Is Joseph Mason a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Mayfair Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Mayfair Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Mason based?

Joseph Mason is based in Birmingham, Alabama.

### Is Joseph Mason registered with the SEC?

Yes. Joseph Mason is registered as an investment adviser representative in AL (CRD 3235287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Mayfair Advisory Group manage?

Mayfair Advisory Group reports $806.4M across 1,240 accounts in assets under management.

### How do I contact Joseph Mason?

Through Joseph's website, www.mayfairag.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3235287): 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

---

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