Eversource Wealth Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$400/hr

“EverSource Wealth Advisors | Form ADV Part 2A | September 23, 2026 Page 13 Planning and Consulting Services Fees Fee-for-Service Financial Planning and Consulting engagements can be billed on either a fixedfee basis (generally ranging from $2,500 to $25,000), a flat annual fee billed in monthly or quarterly…”

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 Eversource Wealth Advisors, LLC bills

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

• “Investment Advisory Service fees are generally billed within ten (10) days following the close of the applicable billing period.”
• “This fee is billed consistently with the billing method used to calculate the investment advisory fee.”
• “Where the client is responsible for the fee, it may be paid by direct debit from the client’s custodial account or by invoice, as applicable.”

How Eversource Wealth Advisors, LLC’s 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 Eversource Wealth Advisors, LLC

• Principal: Mark Wesson
• Firm size: 76 employees.
• Registered as an adviser: 2020 (6 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

2% a year

Clients

3,255

Employees

76

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

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

$5,095,829,877

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286340

Website

reinholdfinancial.com (opens in new tab)

Phone

(205) 982-5515

Can advise clients in 42 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia

Other planners in Birmingham that publish fees

• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000
• Dreamwork Financial GroupBirmingham$24/mo
• 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

Compare all 30 planners in Birmingham