Advisor at Trust Advisory Group Ltd
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Firm
Trust Advisory Group Ltd
Location
Birmingham, AL 35243
Credentials
Series 63, Series 66
Industry experience
34 years
John Calvano is a financial advisor with Trust Advisory Group Ltd in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at StoneX Financial Inc., StoneX Advisors Inc., StoneX Group Inc., and Sterne, Agee & Leach, Inc. He also serves as trustee of the James and Sharon Calvano charitable remainder unitrust. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, providing portfolio management, financial planning, annuity advice, and consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm offers a range of investment solutions including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, and operates within the StoneX Advisors Inc. group, which includes affiliated broker-dealer and commodity trading entities.
Based on Trust Advisory Group Ltd
Based on Trust Advisory Group Ltd
Up to $5,000 fixed fee for Financial Planning; up to $10,000 fixed fee for Financial Consulting projects.
Up to $500 per hour for financial planning or consulting services.
Account minimum: $25,000 Minimum fee: Minimum Management Fee of 0.10% or $200, whichever is greater, per year per Advisory Account opened with SSI or Schwab ACS; $300 minimum for Unified Managed Accounts (UMA).
2 Perimeter Park South, Suite 500 West
Birmingham, AL 35243
Alabama · Ohio
Trust Advisory Group, Ltd
2025 - Present (1 year)
StoneX Financial Inc.
2022 - Present (4 years)
StoneX Advisors Inc.
2017 - Present (9 years)
StoneX Group Inc.
2017 - Present (9 years)
StoneX Securities Inc.
2017 - Present (9 years)
INTL FCStone Financial Inc.
2017 - 2017 (1 year)
Sterne, Agee & Leach, Inc.
2006 - 2017 (11 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:
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.
Is not active or affiliated with:
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.
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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.
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