Firm
Southern Wealth Builders
Birmingham, Alabama
Fee-only
Southern Wealth Builders at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 25 individual clients.
- Its average account is about $100,000 (assets it manages divided by its 26 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | southernwb.com |
| [email protected] | |
| Phone | (205) 427-3363 |
Southern Wealth Builders fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"financial planning starts at $100 per month and goes up to $400 per month" source
"$500 to start" source
"financial planning starts at $100 per month and goes up to $400 per month" source
"we charge a small percentage of what we help you invest" source
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 | $3 million |
| Individual clients | 25 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 326800 |