Financial Advisors in Alabama
Browse 96 financial advisors in Alabama — page 2 of 2.
magnolia wealth management llc
dothan, AL
mainsail asset management, llc
birmingham, AL
marble wealth, llc
montgomery, AL
mayfair advisory group, llc
birmingham, AL
mckinney capital, llc
birmingham, AL
meld financial, inc.
birmingham, AL
mm advisors, llc
auburn, AL
money management services inc
birmingham, AL
naviant partners, llc
fairhope, AL
navigate 401k, llc
birmingham, AL
navigate private fund advisors llc
birmingham, AL
navigate wealth management, llc
birmingham, AL
nbc securities, inc.
birmingham, AL
new capital partners
birmingham, AL
oakworth asset management, llc
birmingham, AL
oneascent capital
birmingham, AL
oneascent family offices
birmingham, AL
oneascent financial services llc
birmingham, AL
oneascent investment solutions, llc
birmingham, AL
oneascent wealth management
birmingham, AL
park lane advisors, llc
birmingham, AL
park place capital corporation
homewood, AL
pmd advisory
hoover, AL
porter white investment advisors, inc.
birmingham, AL
redhawk advisory
birmingham, AL
regions investment management, inc.
birmingham, AL
reseed fund manager, llc
birmingham, AL
resource management service, llc
birmingham, AL
retirement advisors, inc.
mobile, AL
rfg advisory, llc
vestavia hills, AL
sig capital, llc
birmingham, AL
smith thornton advisors, llc
huntsville, AL
southern capital services inc
daphne, AL
southern financial group, llc
birmingham, AL
steadmont advisors, llc
birmingham, AL
stonex advisors inc.
birmingham, AL
strauss financial group
hoover, AL
sunburst financial group, llc
vestavia hills, AL
the welch group, llc
birmingham, AL
timberchase financial, llc
hoover, AL
truewealth advisors, llc
hoover, AL
trust advisory group ltd
birmingham, AL
tucker financial group
montgomery, AL
vulcan value partners llc
birmingham, AL
walton financial
birmingham, AL
waverly advisors, llc
birmingham, AL
wilkins miller wealth management, llc
mobile, AL
williams financial group
mobile, AL
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.