Gerard
Kassouf
Kassouf Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gerard Kassouf is a certified financial planner working in Birmingham, Alabama who has 23 years of relevant experience. Kassouf is an employee of Kassouf Wealth Advisors, LLC. During their career, the advisor has held roles at Kassouf & Co., P.C and Kassouf Wealth Advisors, LLC. Kassouf maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Alabama. Kassouf Wealth Advisors, LLC is an advisory firm that has its headquarters in Birmingham, AL. The investment advisory business has a total of eight advisors. It has $318 million in total assets among its 367 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 367 customer accounts, 48% belong to high-net-worth investors who have at least $1 million in investable assets. Kassouf Wealth Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Kassouf Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kassouf Wealth Advisors, LLC Brokerage Details
$317,832,260
8
367
$866,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Gerard Kassouf Work History
Gerard has been registered as a financial advisor for 23 years.*
Kassouf Wealth Advisors, LLC
Kassouf & Co., P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerard Kassouf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kassouf Wealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
