Alan Bagwell
Providence Wealth Advisors · Huntsville, Alabama
Alan Bagwell is a fee-only financial advisor at Providence Wealth Advisors in Huntsville, Alabama. Providence Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Providence Wealth Advisors |
|---|---|
| Based in | Huntsville, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.0M across 87 accounts |
| SEC registration | Investment adviser representative in AL · CRD 4815554 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Alan's firm compares
- Providence Wealth Advisors's average account is about $564,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Alan
Is Alan Bagwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Providence Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Providence Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alan Bagwell based?
Alan Bagwell is based in Huntsville, Alabama.
Is Alan Bagwell registered with the SEC?
Yes. Alan Bagwell is registered as an investment adviser representative in AL (CRD 4815554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Providence Wealth Advisors manage?
Providence Wealth Advisors reports $49.0M across 87 accounts in assets under management.
How do I contact Alan Bagwell?
Contact details aren't on file yet. Search for Providence Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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