Firm
Ballast Wealth
Birmingham, Alabama
Fee-only
Ballast Wealth at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 170 individual clients.
- Its average account is about $296,000 (assets it manages divided by its 135 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Phone | (205) 789-5003 |
Ballast Wealth fees
Ballast Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $40 million |
| Individual clients | 170 |
| Accounts managed | 135 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 318991 |