Financial Economics Consulting Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Economics Consulting Group provides investment management, financial planning and consulting, business valuation, and litigation support to individuals (including high-net-worth clients), qualified retirement plans, trusts, small businesses and other organizations. The firm generally delivers portfolio management and advisory services that are commonly billed on an asset-based basis while also offering hourly or project-based consulting engagements.
The firm emphasizes individualized, security-by-security portfolio construction so clients typically hold the underlying securities in their accounts, and it combines a top-down macroeconomic (monetarist) perspective with bottom-up fundamental analysis to set asset allocation and security selection. Accounts are managed on either a discretionary or non-discretionary basis with a balanced total-return focus and explicit attention to fixed-income maturity and interest-rate exposure.
Distinctive features include a regular practice of preparing documented business valuation reports and providing litigation support and expert-witness services—offerings that are less common among firms of this type and size. Senior personnel also maintain academic and professional credentials (including chartered and valuation designations) and the firm relies on independent custodial relationships and institutional services to support trade execution, reporting, and back-office functions.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% of Market Value $1,000,001 - $2,999,999: 0.85% of Market Value $3,000,000 - $4,999,999: 0.60% of Market Value $5,000,000 - $7,499,999: 0.55% of Market Value $7,500,000 - $9,999,999: 0.50% of Market Value $10,000,000+: 0.45% of Market Value
Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses
Fee-only: Consulting fees at $200 per hour; Litigation support expert witness fees at $400 per hour plus expenses
Main office
2316 University Blvd. Suite 201
Tuscaloosa AL 35401
Advisors at this office
2
Most active in
Alabama · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Stephen R
Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.
Robert M
CFP®, CFA®, Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
Robert Mcleod is a CFP® and CFA® with 34 years of experience at Financial Economics Consulting Group, Inc., where he has worked since 1986. He is also a professor of finance at the University of Alabama’s Culverhouse College of Commerce. Outside of his advisory role, he is involved in identifying and analyzing residential and commercial properties through a private company. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and consulting services. The firm combines a monetarist, top-down economic view with fundamental and technical analysis to build customized, balanced portfolios, and also provides business valuation and litigation support.
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