Cahaba Wealth Management, Inc.

Cahaba Wealth Management, Inc. at a glance

• One of 65 fee-only firms based in Alabama in the Wellspent graph.
• 17 advisors are listed here; 11 of 17 hold the CFP.
• Its Form ADV reports 23 employees and 888 individual clients, 437 of them high net worth.
• Its average account is about $2.3 million (assets it manages divided by its 888 accounts).

Fee-only advisors in Alabama · What fee-only advisors charge in Alabama

Facts

Cahaba Wealth Management, Inc. fees

Cahaba Wealth Management, Inc. 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

Advisors at this firm (17)

• Andrew Smith

• Ashley Bowling

• Brian O'Neill

  CFP

• Charles Laws

  CFP

• Charlotte Disley

  CFP

• Christopher Conkell

  CFP

• Crawford Asman

  CFP

• Donald Keeney

  CFP · CFA

• George Wideman

  CFP

• Gregory Merritt

• Joseph Bird

• Katherine Martin

  CFP

• Louis Williams

  CFP

• Margaret Truitt

• Robert Eifert

  CFP

• Stetson Ponder

• William Jackson

  CFP

Other fee-only firms in Birmingham

• Clark Planning & Investment Advisory
• Cole Financial Planning and Wealth Management, Inc.
• Cope Private Wealth
• DMC Wealth Management
• DreamWork Financial Group
• Fairvoy Private Wealth
• Kassouf Wealth Advisors
• Krowten Equities

Fee-only advisors in Alabama