Kendall Maddox is a CFP-designated registered investment advisor at Mfp, LLC, based in Birmingham, AL, with 23 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 42 clients with $40M 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 | 1.00% |
Annual fee is negotiable and ranges from 0.5% to 1%.
Fee Estimator
Location
2550 Acton Road, Suite 210, Birmingham, AL, 35243
Get directionsHistory
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 ActivitiesSells Insurance
Kendall is a self-employed attorney dba Kendall Maddox and Associates, LLC, concentrating in estate planning and administration since 1988. Kendall is also licensed by the Alabama Department of Insurance to sell life and health insurance.
Employment History
Current Registrations
Mfp, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
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.