Cope Private Wealth fees
Financial planner in Birmingham, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Cope Private Wealth (Birmingham, AL) charges $250-$500 an hour and a flat or project fee of $1,000-$12,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change.
- Hourly rate
- $250-
$500/hr Runs from below the Alabama median of $266 to above it.
“Hourly fees range from $250 - $500 per hour, depending on what is negotiated between CPW and the client.”
- Flat or project fee
- $1,000-
$12,000 Runs from below the Alabama median of $5,750 to above it.
“Fixed fees for longer-term consulting projects range from $1,000 to $12,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $500,000 in assets (stated in the brochure)
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How Cope Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “In certain cases, and with written approval from the client, CPW may bill by invoice sent directly to said client.”
About Cope Private Wealth
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 170
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $88 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 26, 2026
- CRD number
- 309351 (opens in new tab)
- Phone
- (205) 223-3625
Other planners in Birmingham that publish fees
- Legacy Capital Partners LLCBirminghamHourly $250-$400/hr, Flat $2,500-$10,000
- Southern Wealth BuildersBirminghamHourly $250/hr, Flat $1,500-$5,000
- Kassouf Wealth Advisors, LLCBirminghamHourly $100-$440/hr
- Money Management Services IncBirminghamFlat $500-$10,000
- Zora FinancialBirminghamAnnual $3,600/yr
- Waverly Advisors, LLCBirminghamHourly $75-$450/hr, Flat $500-$50,000
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.