Waverly Advisors
47yrs
Top advisor by experience in Birmingham
18yrs
Wesley Plunk
Financial advisor at Strategic Advisers
Based in Birmingham, Alabama, Wesley Plunk is a fiduciary financial advisor with 18 years of industry experience. Wesley joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and less than a year at Osaic Fa. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 20% by experience at Strategic Advisers
Office216 Summit Blvd Suite 218, Birmingham, AL 35243
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
- Nov 2010 – Jan 2011Osaic Fa, Inc.Previously
- Oct 2008 – Nov 2008J.C. Reed Advisory Group, LLCPreviously
Contact Wesley
(617) 563-7000Firm headquarters in Boston, MA. Ask for Wesley. 216 Summit Blvd Suite 218Birmingham, AL 35243Office · Get directions
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Questions to ask Wesley
Tailored to Wesley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wesley
How do I contact Wesley?
Call Strategic Advisers at (617) 563-7000 and ask for Wesley Plunk. Wesley works from the Birmingham, AL office.
How long has Wesley been a financial advisor?
Wesley has been in the industry since 2008, about 18 years. Top 20% by experience at Strategic Advisers.
What licenses does Wesley hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wesley a fiduciary?
Wesley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wesley paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Wesley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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