Tabula Rasa Advisors

Tabula Rasa Advisors at a glance

• One of 65 fee-only firms based in Alabama in the Wellspent graph.
• 2 advisors are listed here; all hold the PFS.
• Its Form ADV reports 2 employees and 21 individual clients, 8 of them high net worth.
• Its average account is about $545,000 (assets it manages divided by its 60 accounts).

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

Facts

Tabula Rasa Advisors fees

Tabula Rasa 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

Advisors at this firm (2)

• Graham Campbell

  PFS

• Jerry Callahan

  PFS