Kara Wingard
Oakworth Asset Management · Birmingham, Alabama
Kara Wingard is a fee-only financial advisor at Oakworth Asset Management in Birmingham, Alabama, who holds the CFP credential. Oakworth Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oakworth Asset Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.3M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 8279736 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | oakworth.com/oakworth-asset-management/advisory-services |
How Kara's firm compares
- Oakworth Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Kara
Is Kara Wingard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kara holds no broker registration, and Oakworth Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kara charge for financial advice?
Kara's firm, Oakworth Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kara Wingard based?
Kara Wingard is based in Birmingham, Alabama.
What credentials does Kara Wingard hold?
Kara Wingard holds the CFP credential.
Is Kara Wingard registered with the SEC?
Yes. Kara Wingard is registered as an investment adviser representative in AL (CRD 8279736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakworth Asset Management manage?
Oakworth Asset Management reports $846.3M across 746 accounts in assets under management.
How do I contact Kara Wingard?
Through Kara's website, oakworth.com/oakworth-asset-management/advisory-services.
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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