BCR Wealth Strategies fees and pricing
Financial planner in Vestavia, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 28, 2026, BCR Wealth Strategies charges a flat or project fee of $1,500-$10,000 and an annual fee of $6,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“BCR Wealth Strategies’ financial planning and consulting fees are negotiable, but generally range from a fixed fee of $1,500 to $10,000, or up to $500 on an hourly rate basis, depending upon 2 the level and scope of the services and the BCR Wealth Strategies professional rendering the financial planning and/or the…”
- Annual fee
- $6,250/yr
“BCR Wealth Strategies requires a minimum fee of $6,250 per year and may be charged an annual administrative fee of $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BCR Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For financial planning and/or consulting services, BCR Wealth Strategies requires one-half of the financial planning/consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the 3 quarter.”
How BCR Wealth Strategies’ fees compare
- Its flat or project fee of $1,500-$10,000 spans the Alabama median of $5,075. 60% of the 35 other Alabama planners that publish a flat or project fee charge less.
- Its annual fee of $6,250 is above the Alabama median of $4,000. 75% of the 16 other Alabama planners that publish an annual fee charge less.
About BCR Wealth Strategies
- Firm size: 11 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2002 (24 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $6,250 minimum fee (stated in brochure)
- Clients
- 354
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $528,142,142
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119670
- Phone
- (205) 298-1234
Can advise clients in 7 states: Alabama, California, Florida, Georgia, New Jersey, New York, Texas
Other planners in Vestavia that publish fees
- Foresight Financial Advising LLCVestavia$750-$2,000, $200/mo
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
- Booth FinancialBirmingham$500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.