Advisor at Wesban Financial Consultants, P.C.
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
Wesban Financial Consultants, P.C.
Location
Birmingham, AL 35242
Credentials
CFP®, Series 63
Industry experience
24 years
Based on Wesban Financial Consultants, P.C.
$0 - $500,000: 1.00% $500,000.01 - $1,500,000: 0.75% $1,500,000.01 - $3,000,000: 0.60% $3,000,000.01+: 0.50%
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 (implied from $100,000 minimum at 1.00%) Fee-only: Annual investment advisory fee based on assets under management; no commissions received; fee-only advisory
1800 Providence Park, Suite 200
Birmingham, AL 35242
Alabama
Park Square Financial Group LLC
2026 - Present (1 year)
Little Whiskers Rescue Ranch
2024 - Present (2 years)
Wesban Financial Consultants, P.C.
2001 - Present (25 years)
Wesban Financial Consultants, P.C.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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
CFA®, Series 65
Birmingham, AL
Krowten Equities
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