Firm
BWB Advisory Group
Enterprise, Alabama
Fee-only
BWB Advisory Group at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 9 individual clients, 4 of them high net worth.
- Its average account is about $801,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Enterprise, Alabama |
|---|---|
| Phone | (334) 347-9509 |
BWB Advisory Group fees
BWB Advisory Group 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 · Hourly |
|---|---|
| Assets managed | $17 million |
| Individual clients | 5 |
| High-net-worth clients | 4 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 328208 |