Kassouf Wealth Advisors, LLC fees and pricing
Financial planner in Birmingham, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Kassouf Wealth Advisors, LLC charges $100-$440 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$440/hr
“Hourly fees range from $100-$440, depending on the size of the plan and the complexity of the financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kassouf Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Subject to client authorization, Savant Wealth Management collects the total management fee payable by clients from the clients’ custodial accounts quarterly.”
- “Fees are negotiable and may be waived in certain circumstances.”
- “Refund upon Termination of Advisory Agreement Clients may terminate their investment advisory agreement with Kassouf Wealth at any time upon written notice without the imposition of any penalty.”
How Kassouf Wealth Advisors, LLC’s fees compare
- Its hourly rate of $100-$440 spans the Alabama median of $250. 56% of the 41 other Alabama planners that publish an hourly rate charge less.
- 3 of the 12 other planners in Birmingham that publish an hourly rate charge less.
About Kassouf Wealth Advisors, LLC
“Kassouf Wealth Advisors, LLC (“Kassouf Wealth” or “KWA”), is a fee-only registered investment advisory firm providing financial planning, investment consulting and asset management services to individuals, businesses and qualified retirement plans. Kassouf Wealth provides financial planning for individual clients.”
- Firm size: 10 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2006 (20 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% a year
- Clients
- 198
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $471,323,991
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122683
- Phone
- (205) 776-0100
Can advise clients in 4 states: Alabama, Louisiana, Tennessee, Texas
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
- Eversource Wealth Advisors, LLCBirmingham$150-$400/hr, $2,500-$25,000
- 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.