Joseph Mason
Mayfair Advisory Group · Birmingham, Alabama
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.
Request an introduction to Joseph →
Facts
| Firm | Mayfair Advisory Group |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $806.4M across 1,240 accounts |
| SEC registration | Investment adviser representative in AL · CRD 3235287 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mayfairag.com |
How Joseph's firm compares
- Mayfair Advisory Group's average account is about $650,000, from its Form ADV (assets managed divided by 1,240 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
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.
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.