Peter Schilli
Southern Financial Group · Birmingham, Alabama
Peter Schilli is a fee-only financial advisor at Southern Financial Group in Birmingham, Alabama, who holds the CFP credential. Southern Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Southern Financial Group |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.05B across 2,597 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 7258260 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thesouthernfinancialgroup.com |
How Peter's firm compares
- Southern Financial Group's average account is about $404,000, from its Form ADV (assets managed divided by 2,597 accounts).
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Questions about Peter
Is Peter Schilli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Southern Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Southern Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Schilli based?
Peter Schilli is based in Birmingham, Alabama.
What credentials does Peter Schilli hold?
Peter Schilli holds the CFP credential.
Is Peter Schilli registered with the SEC?
Yes. Peter Schilli is registered as an investment adviser representative in AL (CRD 7258260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southern Financial Group manage?
Southern Financial Group reports $1.05B across 2,597 accounts in assets under management.
How do I contact Peter Schilli?
Through Peter's website, www.thesouthernfinancialgroup.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.
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