A complete list of active advisors currently associated with Kassouf Wealth Advisors, LLC
Warmer can help you find a great advisor at Kassouf Wealth Advisors, LLC or one who fits your needs even better.
Kassouf Wealth Advisors, LLC is a fee-only, SEC-registered advisory firm that provides financial planning, investment consulting, and asset management to individuals, businesses, trusts, and qualified retirement plans. The firm manages client accounts on a discretionary basis and offers retirement-plan investment services through a relationship with Savant Wealth Management, an independent SEC-registered adviser. The firm’s investment approach is grounded in Modern Portfolio Theory and a passive, low‑cost emphasis—typically recommending diversified, indexed mutual funds and ETFs and prioritizing control of fees, expenses, and taxes. For some clients Kassouf Wealth leverages Savant’s model portfolios and access to institutional‑class funds, and it may recommend private investments only to clients who meet the firm’s “qualified” or “accredited” thresholds. Kassouf Wealth’s business mix is notable for its affiliations: associated persons are also CPAs at Kassouf & Co., P.C., and are affiliated with Kassouf Retirement Plan Services, LLC, with staff time roughly allocated across accounting work (≈50%), investment advice (≈30%), retirement‑plan consulting (≈10%), and other business activities (≈10%). The firm also uses formal referral/promoter arrangements and the Savant partnership to provide institutional funds and third‑party performance reporting, which shapes the firm’s integrated tax, plan‑administration, and investment service offering.
To learn more about the advisors currently working at Kassouf Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 15
| |
Birmingham, AL
| 26
| |
Birmingham, AL
| 26
| |
Birmingham, AL
| 6
| |
Birmingham, AL
| 23
| |
Birmingham, AL
| 21
|
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