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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2023
- Office Locations
- 1
Office Locations
About Southern Wealth Builders
Southern Wealth Builders is a Birmingham, Alabama fee-only, independent planning firm led by CFP® and SE-AWMA® Jessica McDonald. The practice provides ongoing personal financial planning—cash flow, retirement, tax strategies, risk management, and diversified portfolio construction—serving business owners and college/pro athletes and other sports & entertainment professionals. It also supports employer retirement plans with investment oversight, IPS guidance, fee and vendor analysis, and participant education, with client access via RightCapital and Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Jessica Cassady McDonald
Chief Compliance Officer
- CRD
- #7337410
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,590,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,590,998 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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