BMSS Wesson Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$696,843,500
Clients
260
Advisors
10
across 2 offices
About
BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, trust services, held‑away account aggregation, and consulting. The firm operates as a team-based RIA with a multi-advisor model and manages client relationships through individualized investment policy statements and ongoing account monitoring.
BWWS’s investment process begins with a fact‑finding interview to document values, objectives, risk tolerance and liquidity needs, then implements strategic asset allocation using mutual funds, ETFs, separately managed accounts, unified managed accounts, and selected private market investments. The firm relies on EverSource’s investment department for model portfolio construction, trading and due diligence and offers values‑based (“Life Impact Stewardship”) options that integrate a Judeo‑Christian framework and, for qualifying clients, access to private market and impact investments.
What distinguishes BWWS from many peers is its corporate structure and broader advisory ecosystem: it is wholly owned by accounting firm BMSS LLC and operates with close affiliation and shared personnel with EverSource Wealth Advisors, which supplies platform, trading and subadvisory services. The brochure also discloses several less common practices for a team firm — the firm issues periodicals/publishing and conducts educational seminars and workshops, discloses hypothetical performance for certain model portfolios, maintains more than five offices, and references referral arrangements (e.g., Flourish Cash and remaining client relationships on the Betterment wrap platform) and marketing reimbursements tied to publishing and seminar activity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Consulting services fixed fees generally ranging from $2,500 to $25,000
$0 - $1,000,000: 1.00% annually (up to 0.25% quarterly) $1,000,000.01 - $2,500,000: 0.80% annually (up to 0.20% quarterly) $2,500,000.01 - $5,000,000: 0.70% annually (up to 0.175% quarterly) $5,000,000.01 - $10,000,000: 0.50% annually (up to 0.125% quarterly) $10,000,000.01+: separately negotiated
Consulting services hourly rates generally from $150 to $400 per hour
Account minimum: $250,000 Fee-only: Consulting services fees charged as fixed fees ranging from $2,500 to $25,000 or hourly fees ranging from $150 to $400 per hour
Main office
See office3500 Colonade Pkwy, Suite 150
Birmingham AL 35243
Advisors at this office
9
Offices (2)
Most active in
Alabama · Florida · Georgia · Louisiana · Maryland · Tennessee · Texas
Also doing business as
Bmss Wesson Wealth Solutions · Bmss Wesson Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John I
Series 65
Birmingham, AL
BMSS Wesson Wealth Solutions
John Imbusch is a financial advisor at BMSS Wesson Wealth Solutions with a Series 65 designation. He has been with BMSS Wesson Wealth Solutions since 2024 and previously worked at Ernst & Young US LLP and the University of Alabama. Outside of finance, he is a part owner and manager of Bill Bradley Plumbing, Inc., a plumbing and HVAC business in Montgomery, AL. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm integrates closely with its parent accounting company and affiliated registered adviser to provide comprehensive portfolio management and specialized planning resources.
Abigail W
CFP®
California, MD
BMSS Wesson Wealth Solutions
Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.
Jonathan B
CFP®, ChFC®, Series 63
Birmingham, AL
BMSS Wesson Wealth Solutions
Jonathan Brooks is a CFP® and ChFC® with nine years of industry experience. He has been with BMSS Wesson Wealth Solutions since 2024, following roles at The Welch Group, LLC, and Northwestern Mutual-affiliated firms. Outside of his advisory work, he is a partner at Zolbrook Homes LLC, a company that buys, rehabs, and flips single-family homes in the Birmingham area. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions through a team-based model focused on wealth management, financial planning, and trust services. The firm uses a values-based investment approach integrating strategic asset allocation with mutual funds, ETFs, separately managed accounts, and private market investments, supported by a broader advisory ecosystem affiliated with BMSS LLC and EverSource Wealth Advisors.
Matthew H
Series 65
Birmingham, AL
BMSS Wesson Wealth Solutions
Matthew Heard is a financial advisor at BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at FireSeeds for eleven years. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting firm and affiliated registered adviser, providing tailored portfolios and a range of services supported by centralized back-office and investment office functions.
Kaylan A
Series 66
Birmingham, AL
BMSS Wesson Wealth Solutions
Kaylan Adams is a financial advisor at BMSS Wesson Wealth Solutions with a Series 66 credential and one year of industry experience. Prior to joining the firm, Adams worked at Edward Jones and has a background that includes roles at Cove Church Ministries and Asbury Theological Seminary. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, and consulting. The firm operates a team-based, multi-advisor model and employs a values-based investment process that integrates strategic asset allocation and access to private market and impact investments.
Felix T
CFP®, Series 63, Series 65, Series 66
Birmingham, AL
BMSS Wesson Wealth Solutions
Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.
Perrin J
Series 66
Birmingham, AL
BMSS Wesson Wealth Solutions
Perrin Jones is a financial advisor with BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 66 designation and two years of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at LPL Financial and First Horizon Bank. BMSS Wesson Wealth Solutions is a team-based RIA serving individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with a multi-advisor model. The firm uses individualized investment policy statements and a strategic asset allocation approach supported by EverSource’s investment department, offering both traditional and values-based investment options.
Mark W
CFP®, Series 63
Birmingham, AL
BMSS Wesson Wealth Solutions
Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.
David H
CFP®, Series 65
Birmingham, AL
BMSS Wesson Wealth Solutions
David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.
Dudley S
CFP®, CFA®, Series 66
Birmingham, AL
BMSS Wesson Wealth Solutions
Dudley Simms IV is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He currently works at BMSS Wesson Wealth Solutions and has previously been employed at firms including Fisher Investments, Chessman Wealth Strategies, and J.P. Morgan Securities. Outside of his advisory role, he is a limited partner in SIMMCO, LLC, a commercial real estate company. BMSS Wesson Wealth Solutions serves high-net-worth individuals, families, trusts, charitable foundations, and institutions through a team-based investment advisory and wealth management approach. The firm uses a multi-advisor model with individualized investment policy statements and strategic asset allocation, supported by EverSource Wealth Advisors for portfolio construction, trading, and due diligence.
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