Firm
LBH Wealth Advisors
Meridianville, Alabama
Fee-only
LBH Wealth Advisors 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 30 individual clients, 3 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 30 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Meridianville, Alabama |
|---|---|
| Website | lbhwealthadvisors.com |
| Phone | (256) 693-7297 |
LBH Wealth Advisors fees
LBH Wealth Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 27 |
| High-net-worth clients | 3 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2025 |
| SEC record | CRD 326458 |