BMSS Wesson Wealth Solutions fees and pricing
Financial planner in Birmingham, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, BMSS Wesson Wealth Solutions charges $150-$400 an hour and a flat or project fee of $2,500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$400/hr
“Fees for Consulting Services can be charged on either a fixed-fee basis (generally, ranging from $2,500 to $25,000) or a time-worked basis (generally, at rates ranging from $150 to $400 per hour).”
- Flat or project fee
- $2,500-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BMSS Wesson Wealth Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Investment Advisory and Wealth Management Services fees will be charged in arrears, meaning that the fees billed will be for work done in the previous quarter.”
- “In general, Investment Advisory and Financial Planning Services fees are billed quarterly for the services provided in the previous quarter.”
- “Our fees will be charged in arrears, meaning that the fees billed will be for work done in the previous quarter.”
How BMSS Wesson Wealth Solutions’ fees compare
- Its hourly rate of $150-$400 spans the Alabama median of $250. 61% of the 41 other Alabama planners that publish an hourly rate charge less.
- 4 of the 12 other planners in Birmingham that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$25,000 spans the Alabama median of $5,075. 80% of the 35 other Alabama planners that publish a flat or project fee charge less.
- 8 of the 11 other planners in Birmingham that publish a flat or project fee charge less.
About BMSS Wesson Wealth Solutions
“In addition, BWWS has established a consulting referral relationship with our parent company, BMSS LLC, to provide business consulting, tax, and estate planning services to meet the needs of our clients.”
- Firm size: 11 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
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% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 260
- 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, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $703,950,154
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282792
- Phone
- (205) 982-5555
Can advise clients in 7 states: Alabama, Florida, Georgia, Louisiana, Maryland, Tennessee, Texas
Other planners in Birmingham that publish fees
- Booth FinancialBirmingham$500-$5,000
- Dreamwork Financial GroupBirmingham$24/mo
- Eversource Wealth Advisors, LLCBirmingham$150-$400/hr, $2,500-$25,000
- Kassouf Wealth Advisors, LLCBirmingham$100-$440/hr
- Legacy Capital Partners LLCBirmingham$250-$400/hr, $2,500-$10,000
- Money Management Services IncBirmingham$50-$500/hr, $500-$10,000
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.