Firm
Steadmont Advisors
Birmingham, Alabama
Fee-only
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | steadmontadvisors.com |
| [email protected] | |
| Phone | (205) 721-7005 |
Steadmont Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"a minimum annual fee of $2,500 is all it takes to get started" source
"Our typical client has $500,000 or more in investable assets." source
"a minimum annual fee of $2,500 is all it takes to get started" 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 |
|---|---|
| Assets managed | $431 million |
| Individual clients | 203 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 328882 |