FAQs
At Steadmont Advisors, we help ultra high net worth families make sense of complex financial decisions with clarity, care, and a long-term perspective. While we’re proudly based in Birmingham, we work with clients and their families across the country.
Below, you’ll find answers to some of the questions we’re asked most often. If something’s on your mind that isn’t covered here, we’re always just a call away.
What services does Steadmont Advisors offer?
Steadmont Advisors provides financial planning, investment management, and retirement planning services to individuals and families across the greater Birmingham area and beyond. With clients both locally and nationwide, we offer personalized strategies to help you plan with purpose and invest with confidence.
Is Steadmont Advisors a fiduciary firm?
Yes. As a Registered Investment Advisor (RIA), Steadmont Advisors operates as a fiduciary—putting your best interests first in every decision and recommendation.
Is Steadmont Advisors accepting new clients?
Yes, we are currently welcoming new clients who are seeking long-term financial guidance. Reach out to see if we’re the right fit for your needs.
Do you have a minimum investment requirement?
Our typical client has $500,000 or more in investable assets. However, a minimum annual fee of $2,500 is all it takes to get started. We’re happy to have a conversation to see how we can support your financial goals.
How can I schedule a meeting with Steadmont Advisors?
You can call our office directly or visit our website to request a consultation. We offer both in-person and virtual meetings.
What makes Steadmont Advisors different from other financial advisors?
As an independent, fee-only firm rooted in Birmingham, AL, we deliver deeply personalized advice, transparency, and a long-term approach tailored to each client’s goals.
Does Steadmont Advisors help with estate or tax planning?
Yes, we work closely with your team of professionals including estate attorneys, CPAs, and other trusted advisors to help ensure your financial, tax, and legacy strategies are aligned and working together smoothly.