The Welch Group, LLC fees and pricing

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.

Flat or project fee

$3,500⁠-⁠$35,000

“The Welch Group generally charges a one-time negotiable fixed fee of between $3,500.00 and $35,000.00 for financial analysis.”

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

How The Welch Group, LLC bills

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

• “In the limited event that The Welch Group bills the client directly, payment is due upon receipt of The Welch Group's invoice.”
• “The Welch Group shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Upon termination, The Welch Group shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How The Welch Group, LLC’s fees compare

• Its flat or project fee of $3,500-$35,000 spans the Alabama median of $5,075. 86% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 10 of the 11 other planners in Birmingham that publish a flat or project fee charge less.

About The Welch Group, LLC

• Firm size: 28 employees.
• Registered as an adviser: 1999 (27 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

1.2% a year

Clients

1,416

Employees

28

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$3,682,452,369

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111273

Website

welchgroup.com (opens in new tab)

Phone

(205) 879-5001

Can advise clients in 15 states: Alabama, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

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