Still Waters Investment Strategies LLC fees
Financial planner in Birmingham, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Still Waters Investment Strategies LLC (Birmingham, AL) charges $200-$400 an hour and a flat or project fee of $500 for financial planning.
- Website: stillwatersinvestment.com (opens in new tab)
- Call (205) 540-1095
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Hourly rate
- $200-
$400/hr Runs from below the Alabama median of $266 to above it.
“SWIS charges a one-time initial fee of $500, and a negotiated rate of $200 to $400 per hour based on the complexity of services requested (billed only as services are requested and rendered) for updating existing financial plans and ad hoc financial planning.”
- Flat or project fee
- $500
Below the Alabama median of $5,750; 1 of the 14 other planners in Alabama that publish a flat or project fee charges less. None of the 6 other planners in Birmingham charge less.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Still Waters Investment Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and may be reduced or waived at the sole discretion of SWIS.”
- “Any fees paid in advance will be refunded on a prorated basis for services not yet provided as of the termination date.”
- “Fees are billed in arrears, based on the actual hours of service provided.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 23, 2026
- CRD number
- 337727 (opens in new tab)
- Phone
- (205) 540-1095
Other planners in Birmingham that publish fees
- Kassouf Wealth Advisors, LLCBirminghamHourly $100-$440/hr
- Southern Wealth BuildersBirminghamHourly $250/hr, Flat $1,500-$5,000
- Zora FinancialBirminghamAnnual $3,600/yr
- Money Management Services IncBirminghamFlat $500-$10,000
- The Welch Group, LLCBirminghamFlat $3,500-$35,000
- Cope Private WealthBirminghamHourly $250-$500/hr, Flat $1,000-$12,000
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.