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Zachary L Bennett

Kassouf Wealth Advisors, LLC

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About Zachary L Bennett

Zachary Bennett is a financial advisor at Kassouf Wealth Advisors, LLC. Zachary has been in the industry since September 2002. Zachary is registered with the state of Alabama and specializes in financial planning, pension consulting, and portfolio management for individuals. Zachary is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

Firm Information

Zachary Bennett is currently registered with Kassouf Wealth Advisors, LLC. Kassouf Wealth Advisors, LLC is an investment advisor headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $370,214,534 in assets for 389 clients.
Kassouf Wealth Advisors, LLC

2101 HIGHLAND AVENUE SOUTH

BIRMINGHAM, AL 35205-4022

$370.21M

Assets Under Management

13

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Bennett’s Registration & Firm History

AL

12/12/2019 - Present

Kassouf Wealth Advisors, LLC (BIRMINGHAM AL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary L Bennett.
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