Sunburst Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“These fees are negotiable, but generally range from $250 to $10,000 on a fixed fee basis and/or from $100 to $300 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$250⁠-⁠$10,000

From the same sentence as above.

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

How Sunburst Financial Group, LLC bills

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

• “The Firm will charge the fee in advance for certain clients that were billed as such in the past.”
• “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is not adjusted to reflect the interim change in portfolio value.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How Sunburst Financial Group, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Alabama median of $250. 22% of the 41 other Alabama planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Alabama median of $5,075. 54% of the 35 other Alabama planners that publish a flat or project fee charge less.

About Sunburst Financial Group, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• 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% a year

Clients

865

Employees

9

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, portfolio management for businesses and institutions, and pension consulting

Assets managed

$808,066,543

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283605

Website

sunburstfinancial.com (opens in new tab)

Phone

(205) 823-4949

Can advise clients in 10 states: Alabama, California, Florida, Georgia, Louisiana, Mississippi, Pennsylvania, Tennessee, Texas, Virginia

Other planners in Alabama that publish fees

• 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
• Booth FinancialBirmingham$500⁠-⁠$5,000

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