Invista Advisors fees and pricing
Financial planner in Montgomery, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Invista Advisors 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 March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Page 17 of 39 ADV 2A Firm Disclosure Brochure Financial planning fees are payable by check to McDonald Financial Services, LLC based on a fixed fee range from $500 to $5,000 depending on the complexities involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invista Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Individual complexities will determine the fixed fee charged based on the number of hours estimated to complete the plan but not billed based on actual hours.”
- “In the event that a client terminates the services they will be entitled to a refund of any unearned fees by subtracting the earned fees from any amount pre-paid, if applicable.”
- “Fees and Termination Investment Management Services Invista Advisors is compensated for its services in advance of the quarter in which the quarter after investment advisory services are rendered.”
How Invista Advisors’ 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.
About Invista Advisors
- Firm size: 8 employees.
- Registered as an adviser: 2016 (10 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
- 640
- Employees
- 8
- 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, and pension consulting
- Assets managed
- $443,547,941
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282899
- Phone
- (334) 387-0094
Can advise clients in 6 states: Alabama, Florida, Georgia, North Carolina, Tennessee, Texas
Other planners in Montgomery that publish fees
- Goldsmith Martin Wealth StrategyMontgomery$150/hr
- 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
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.