Firm
Southern Financial Group
Birmingham, Alabama
Fee-only
Southern Financial Group at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 1,140 individual clients, 352 of them high net worth.
- Its average account is about $404,000 (assets it manages divided by its 2,597 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | thesouthernfinancialgroup.com |
| Phone | (205) 383-1415 |
Southern Financial Group fees
Southern Financial 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 788 |
| High-net-worth clients | 352 |
| Accounts managed | 2,597 |
| Employees | 8 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-67489) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 142644 |