Margaret Dunn
Steadmont Advisors · Birmingham, Alabama
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.
Request an introduction to Margaret →
Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $430.7M across 1,249 accounts |
| SEC registration | Investment adviser representative in AL · CRD 3029700 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | steadmontadvisors.com |
Request an introduction to Margaret
Tell Margaret a little about what you're looking for. Margaret 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 Margaret
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.
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
- Steadmont Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.