Advisor at Waverly Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Waverly Advisors, LLC
Location
Birmingham, AL 35209
Credentials
Series 65
Industry experience
8 years
Based on Waverly Advisors, LLC
Based on Waverly Advisors, LLC
Financial Planning fees range from $500 to $50,000 fixed fee basis depending on scope
$0 - varies: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply) varies+: 0.25% to 1.5% annually (flat or declining marginal percentages; tiered fees apply)
Financial Planning fees range from $75 to $450 per hour depending on scope and professional
Performance-based fees charged for certain affiliated and unaffiliated private funds; details in offering documents
Minimum fee: Annual minimum Advisory Fee generally ranges from $5,000 to $20,000; 401(k) Plan clients subject to annual minimums generally ranging from $5,000 to $50,000; minimums may be waived or reduced Fee-only: Fee-only investment advisory firm; no commissions or transaction-related fees charged by Adviser
600 University Park Place, Suite 501
Birmingham, AL 35209
Alabama
Waverly Advisors, LLC
2022 - Present (4 years)
Warren Averett Asset Management, LLC
2017 - 2022 (5 years)
Kinsight, LLC
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Hoover, AL
Plimsoll Financial Planning, LLC
CFP®, Series 63, Series 65
Birmingham, AL
DMC Wealth Management, LLC
Series 66
Birmingham, AL
Sutton Financial Group
CFP®
Vestavia Hills, AL
Four10 Planning
Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
Series 63, Series 65
Birmingham, AL
Anderson Asset Management
CFP®, Series 63
Birmingham, AL
Wesban Financial Consultants, P.C.
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