# Margaret Dunn

> Margaret Dunn is a fee-only financial advisor at Steadmont Advisors in Birmingham, Alabama. Margaret charges an ongoing planning fee (ongoing planning from $2,500 a year and typically works with clients with $500,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/margaret-dunn/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Steadmont Advisors
- **Based in:** Birmingham, Alabama
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $2,500 a year; typically works with clients with $500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $430.7M across 1,249 accounts
- **Specialties:** Retirement planning
- **Works with:** Ultra high net worth
- **CRD:** 3029700 (https://adviserinfo.sec.gov/individual/summary/3029700)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (1998), Series 65 (1998)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://steadmontadvisors.com/

## Frequently asked questions

### Is Margaret Dunn a fee-only financial advisor?

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

### How does Margaret charge for financial advice?

Margaret charges an ongoing planning fee.

### How much does Margaret charge?

According to Steadmont Advisors's website, checked October 30, 2026: ongoing planning from $2,500 a year; typically works with clients with $500,000 or more.

### Where is Margaret Dunn based?

Margaret Dunn is based in Birmingham, Alabama.

### What does Margaret specialize in?

Margaret's specialties include retirement planning. Margaret works with ultra high net worth.

### Is Margaret Dunn registered with the SEC?

Yes. Margaret Dunn is registered as an investment adviser representative in AL (CRD 3029700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steadmont Advisors manage?

Steadmont Advisors reports $430.7M across 1,249 accounts in assets under management.

### How do I contact Margaret Dunn?

Through Margaret's website, steadmontadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3029700): 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
- The firm's website (https://steadmontadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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