Donna Gordon is a CFP-designated registered investment advisor at Park Square Financial Group LLC, based in Birmingham, AL, with 25 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 6 more. Their firm serves 430 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% of assets under management. Fees are negotiable on a client-by-client basis.
Fee Estimator
Contact
Donna Gordon
Location
1800 Providence Park, Suite 200, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donna serves on the board of directors for Trinity Counseling, Inc., meeting a few times per year. She is also the president of Little Whiskers Rescue Ranch, a cat rescue charity, but spends no time on this activity.
Employment History
Current Registrations
Park Square Financial Group LLC
Previous Registrations
Wesban Financial Consultants, P.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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