Lindsay Birchfield
BCR Wealth Strategies · Vestavia, Alabama
Lindsay Birchfield is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama. Lindsay charges a percentage of assets and focuses on retirement planning.
Request an introduction to Lindsay →
Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| SEC registration | Investment adviser representative in AL · CRD 6808602 |
| Exams passed | Series 63 (2017) · Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
Request an introduction to Lindsay
Tell Lindsay a little about what you're looking for. Lindsay isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lindsay
Is Lindsay Birchfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsay holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsay charge for financial advice?
Lindsay charges a percentage of assets.
Where is Lindsay Birchfield based?
Lindsay Birchfield is based in Vestavia, Alabama.
What does Lindsay specialize in?
Lindsay's specialties include retirement planning. Lindsay works with founders, physicians, high earners, mid-life transitions and divorced individuals.
Is Lindsay Birchfield registered with the SEC?
Yes. Lindsay Birchfield is registered as an investment adviser representative in AL (CRD 6808602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Lindsay Birchfield?
Through Lindsay's website, www.bcrwealth.com.
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
- BCR Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.