Southern Financial Group, LLC fees and pricing

Firm size: 8 employees.
Registered as an adviser: 2007 (19 years).

Financial planner in Birmingham, Alabama. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 26, 2026, Southern Financial Group, LLC charges $50⁠-⁠$200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$200/hr; “Our financial planning fees are calculated and charged on an hourly basis, ranging from $50 to $200 per hour.”

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

Its hourly rate of $50-$200 is below the Alabama median of $250. 5% of the 41 other Alabama planners that publish an hourly rate charge less.
None of the 12 other planners in Birmingham that publish an hourly rate charge less.

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
Minimum: $50,000 in assets (stated in brochure)
Clients: 1,140
Employees: 8
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $1,050,139,365
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 142644
Website: thesouthernfinancialgroup.com (opens in new tab)
Phone: (205) 383-1415

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