Sandra Cleveland
BCR Wealth Strategies · Vestavia, Alabama
Sandra Cleveland is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama, who holds the CFP credential. Sandra charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 4570085 |
| Exams passed | Series 66 (2002) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
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Questions about Sandra
Is Sandra Cleveland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandra holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandra charge for financial advice?
Sandra charges a percentage of assets.
Where is Sandra Cleveland based?
Sandra Cleveland is based in Vestavia, Alabama.
What does Sandra specialize in?
Sandra's specialties include retirement planning. Sandra works with founders, physicians, high earners, mid-life transitions and divorced individuals.
What credentials does Sandra Cleveland hold?
Sandra Cleveland holds the CFP credential.
Is Sandra Cleveland registered with the SEC?
Yes. Sandra Cleveland is registered as an investment adviser representative in AL and TX (CRD 4570085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Sandra Cleveland?
Through Sandra's website, www.bcrwealth.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
- BCR Wealth Strategies 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.
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