Financial Advisors in Alabama

Browse 96 financial advisors in Alabama — page 1 of 2.

6th street advisors, llc

daphne, AL

251-422-3108
View Details →

abacus investments llc

birmingham, AL

205-661-8189
View Details →

anderson growth partners, llc

birmingham, AL

205-909-0950
View Details →

approach retirement advisors, llc

birmingham, AL

(205) 588-8637
View Details →

aptus capital advisors, llc

fairhope, AL

251-517-7198
View Details →

aragon family office llc

homewood, AL

719-244-4814
View Details →

arlington partners llc

birmingham, AL

205-488-4300
View Details →

aull & monroe

mobile, AL

(251) 342-3339
View Details →

axient investment advisors llc

huntsville, AL

256-980-1723
View Details →

bcr wealth strategies

vestavia, AL

205-298-1234
View Details →

bhk investment advisors

birmingham, AL

205-322-2025
View Details →

bhk securities, llc

birmingham, AL

205-322-2025
View Details →

birmingham capital management co inc

birmingham, AL

205-967-7062
View Details →

blalock williams, llc

alexander city, AL

(256) 444-6256
View Details →

bluewater wealth advisors, llc

vestavia hills, AL

205-305-6352
View Details →

bmss wesson wealth solutions

birmingham, AL

205-982-5555
View Details →

bonaventure capital, llc

birmingham, AL

205-775-7971
View Details →

bright investments, llc

auburn, AL

334-321-2321
View Details →

brookline investments, inc.

birmingham, AL

205-263-2332
View Details →

brown financial advisory

fairhope, AL

251-928-9498
View Details →

canterbury capital wealth management, llc

tuscaloosa, AL

205-534-1310
View Details →

capsouth wealth management

dothan, AL

334.673.8600
View Details →

cloud investments, llc

huntsville, AL

256-715-0094
View Details →

colarion

mountain brook, AL

205 410 9443
View Details →

collective capital ventures

auburn, AL

2512290921
View Details →

cook & bynum capital management, llc

birmingham, AL

205-994-2815
View Details →

eastside management company, llc

huntsville, AL

256-327-8777
View Details →

eversource wealth advisors, llc

birmingham, AL

205-982-5515
View Details →

fairvoy private wealth, llc

birmingham, AL

(205)578-6250
View Details →

featheringill capital, llc

birmingham, AL

205-879-2722
View Details →

fidelis capital, llc

birmingham, AL

205.578.0592
View Details →

first avenue ventures gp, llc

birmingham, AL

205-578-1005
View Details →

forager capital management, llc

birmingham, AL

205-383-4763
View Details →

frugal financial retirement plan services, llc

mobile, AL

727-324-4004
View Details →

greybox investments

birmingham, AL

205-703-0900
View Details →

h/n management

birmingham, AL

205-328-3120
View Details →

harbert fund advisors, llc

birmingham, AL

205/987-5500
View Details →

hayek kallen investment management l.l.c.

fairhope, AL

251-928-8999
View Details →

highland associates inc

birmingham, AL

205-933-8664
View Details →

invista advisors

montgomery, AL

(334) 387-0094
View Details →

jackson thornton wealth management, llc

montgomery, AL

(334) 834-7660
View Details →

jmf capstone wealth management

tuscaloosa, AL

205-345-8440
View Details →

johnson sterling, inc.

birmingham, AL

205-871-9940
View Details →

kassouf wealth advisors, llc

birmingham, AL

205-776-0100
View Details →

keel point, llc

huntsville, AL

256-704-5111
View Details →

leavell investment management, inc.

mobile, AL

251-433-3709
View Details →

longview financial advisors, inc.

huntsville, AL

256-534-1196
View Details →

lyons view capital, llc

auburn, AL

3343212321
View Details →

Frequently Asked Questions

How much does a financial advisor cost in Alabama?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.