Southern Wealth Builders fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fee rates range between $1,500 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Southern Wealth Builders bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in arrears, ranging from $100 to $400.”

How Southern Wealth Builders’ fees compare

• Its hourly rate of $250 matches the Alabama median of $250. 34% of the 41 other Alabama planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Birmingham that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the Alabama median of $5,075. 37% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 2 of the 11 other planners in Birmingham that publish a flat or project fee charge less.

About Southern Wealth Builders

• Principal: Jessica McDonald
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

1.25% a year

Clients

25

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,590,998

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326800

Website

southernwealthbuilders.com (opens in new tab)

Phone

(205) 427-3363

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
• Kassouf Wealth Advisors, LLCBirmingham$100⁠-⁠$440/hr
• Legacy Capital Partners LLCBirmingham$250⁠-⁠$400/hr, $2,500⁠-⁠$10,000

Compare all 30 planners in Birmingham