Waverly Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$450/hr

“List fees and Financial Planning Fees generally range from $500 to $50,000 on a fixed-fee basis, or $75 to $450 hourly, depending on the size, scope and nature of the services and the professionals rendering them.”

Flat or project fee

$500⁠-⁠$50,000

From the same sentence as above.

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

How Waverly Advisors, LLC bills

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

• “Page 18 of 68 Adviser deducts fees and/or bills clients periodically, in advance or in arrears, according to the signed Investment Advisory Agreement.”
• “Retirement plans managed by Adviser are billed in arrears (based on the plan's average daily balance or on periodend assets) or in advance, depending on the applicable program.”
• “The above annual operating expenses are paid monthly in arrears based on the average daily value of the ETF, and may be higher or lower than fees and expenses charged by other investment advisers or comparable ETFs.”

How Waverly Advisors, LLC’s fees compare

• Its hourly rate of $75-$450 spans the Alabama median of $250. 54% of the 41 other Alabama planners that publish an hourly rate charge less.
• 2 of the 12 other planners in Birmingham that publish an hourly rate charge less.
• Its flat or project fee of $500-$50,000 spans the Alabama median of $5,075. 91% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 11 of the 11 other planners in Birmingham that publish a flat or project fee charge less.

About Waverly Advisors, LLC

• Firm size: 414 employees.
• Registered as an adviser: 2001 (25 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

12,923

Employees

414

Works with

Individuals, high net worth individuals, banks, investment companies, pooled investment vehicles, pension and profit sharing plans, charities, state and local governments, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$29,872,072,116

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115332

Website

waverly-advisors.com (opens in new tab)

Phone

(205) 871-3334

Can advise clients in 50 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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

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