Capsouth Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“A typical One Time Guidance Plan fee ranges from $3,000 to $6,000.”

Annual fee

$2,500/yr

“There is a minimum annual fee of $2,500 per household.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capsouth Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees will normally be calculated and billed in advance at the beginning of each quarter.”
• “The client may choose whether to have fees billed directly to them or be deducted from their accounts managed by CapSouth.”
• “Fees will normally be calculated and billed in advance at the beginning of each quarter.”

How Capsouth Wealth Management’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the Alabama median of $5,075. 46% of the 35 other Alabama planners that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the Alabama median of $4,000. 31% of the 16 other Alabama planners that publish an annual fee charge less.

About Capsouth Wealth Management

• Firm size: 22 employees.
• Founded: 2001 (25 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

1.5% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

330

Employees

22

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, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$1,001,269,513

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

132517

Website

facebook.com/capsouthpartners (opens in new tab)

Phone

(334) 673-8600

Can advise clients in 8 states: Alabama, Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Texas

Other planners in Alabama that publish fees

• 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
• BCR Wealth StrategiesVestavia$1,500⁠-⁠$10,000, $6,250/yr
• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000

Compare all 104 planners in Alabama