Donna Gordon is a CFP-designated registered investment advisor at Park Square Financial Group LLC, based in Birmingham, AL, with 24 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, Insurance Planning, Investment Management, and 5 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
Park Square Financial Group manages investments through a wrap fee program, which covers advisory services, financial planning, brokerage transactions, custody, and reporting for a single fee. The annual fee is a percentage of your portfolio, not to exceed 2.35%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are deducted monthly from your account by the custodian.
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.
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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
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