Tabula Rasa Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,626,432
Clients
21
Advisors
2
of 2 employees
About
The firm provides fee-only financial planning and wealth management to individuals (including high-net-worth and non‑HNW clients) as well as institutional clients such as retirement plans, trusts, estates, and other investment-adviser clients. Services include portfolio management, periodic performance reporting, and retirement plan advisory and education for plan sponsors and participants.
Investment decisions are guided by academic research and Modern Portfolio Theory, with a primary emphasis on evidence‑based, passively managed mutual funds and ETFs rather than individual securities; model portfolios are used to illustrate asset‑class allocations and risk/return tradeoffs. The firm either manages accounts directly or engages an SEC‑registered sub‑adviser to implement diversified model portfolios and typically operates under limited trading authority with periodic reviews.
What is distinctive about the firm is its close ties to accounting practices and retirement plan consulting: principals hold accounting credentials (including the PFS designation), maintain affiliations with a public accounting firm and an affiliated accounting/consulting entity, and the adviser acts as an ERISA fiduciary to plan sponsors while working with identified retirement plan service providers. These dual roles—serving other investment advisers and institutional retirement clients while being affiliated with accounting firms and a pension consultant—are less common among similarly sized supported firms and are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Negotiated fixed fees for particular financial planning projects.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.45% annually
Financial planning hourly fees range from $100-$250 depending on complexity.
Ongoing financial planning fees may be charged monthly, quarterly, semi-annually or annually.
Fee-only: Financial planning hourly fees $100-$250 per hour; negotiated fixed fees also possible; ongoing planning fees may be charged monthly, quarterly, semi-annually or annually.
Main office
110 Office Park Drive, Suite # 100
Birmingham AL 35223
Advisors at this office
2
Most active in
Alabama · Mississippi
Also doing business as
Tabula Rasa Advisors · Tabula Rasa Advisors, LLC · Tabula Rasa, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Forms ADV
Advisors at this firm
Jerry C
PFS™, Series 65
Birmingham, AL
Tabula Rasa Advisors, LLC
Jerry Callahan is a financial advisor at Tabula Rasa Advisors, LLC in Birmingham, Alabama, holding the PFS™ designation and Series 65 license with 25 years of industry experience. He has previously worked at Kassouf Wealth Advisors, LLC and Kassouf & Co., P.C. Mr. Callahan also provides accounting services as a shareholder of Pearce Bevill Leesburg & Moore, P.C. Tabula Rasa Advisors, LLC is a fee-only firm serving individual clients, including high-net-worth households, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm follows a passive, evidence-based investment approach using diversified model portfolios constructed from indexed mutual funds and ETFs.
Graham C
PFS™
Birmingham, AL
Tabula Rasa Advisors, LLC
Graham Campbell is a financial advisor at Tabula Rasa Advisors, LLC in Birmingham, AL, holding the PFS™ designation with one year of industry experience. He also serves as a director at Pearce, Bevill, Leesburg, Moore, PC, a CPA firm. Tabula Rasa Advisors is a fee-only firm providing wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth households, and select institutional clients. The firm employs a passive, evidence-based investment approach using diversified model portfolios primarily composed of indexed mutual funds and ETFs, and maintains close affiliations with the accounting profession.
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