Booth Financial fees and pricing
Financial planner in Birmingham, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Booth Financial charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed fee can range between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Booth Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “The client will receive an invoice before fees are charged so that they may review and object to any fees.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Booth Financial’s fees compare
- Its flat or project fee of $500-$5,000 is below the Alabama median of $5,075. 29% of the 35 other Alabama planners that publish a flat or project fee charge less.
- 1 of the 11 other planners in Birmingham that publish a flat or project fee charge less.
About Booth Financial
- Principal: Breland Booth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 40
- Employees
- 1
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $43,271,581
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289972
- Phone
- (205) 438-7573
Other planners in Birmingham that publish fees
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
- 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.