CFP financial advisors in Alabama
How do I find fee-only advisors who hold the CFP in Alabama?
In Alabama, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Mary Livingston of Navigate Wealth Management, Robert Allan of Welon and Chad Holmes of Formula Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mary Livingston Navigate Wealth Management, Birmingham Holds the CFP and CFA. Fees on file: percentage of assets.
- Robert Allan Welon, Montgomery Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Chad Holmes Formula Wealth, Fairhope Holds the CFP and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Beckham Wyrick Aptus Capital Advisors, Fairhope Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Dudley Simms BMSS Wesson Wealth Solutions, Birmingham Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Raymond Saliba Saliba Asset Management, Huntsville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 82
- Firms
- 50
- Cities
- 17
- Hold the CFP
- 100%
- Other credentials: CFA 7% · CPA 2% · ChFC 7%
- How they charge (of 80 with fees on file): percentage of assets 95% · fixed fees 70% · hourly 60% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Alabama are there?
The Wellspent public graph lists 82 fee-only advisors who hold the CFP in Alabama, at 50 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Alabama located?
Of the 82 fee-only advisors who hold the CFP in Alabama, 45 are in Birmingham, followed by 8 in Fairhope and 5 in Huntsville.
How do fee-only advisors who hold the CFP in Alabama charge?
The most common fee among fee-only advisors who hold the CFP in Alabama is a percentage of assets, used by 95% of the 80 with fees on file. Many use more than one: 70% charge fixed fees and 60% charge by the hour.
How many fee-only advisors who hold the CFP in Alabama hold the CFP?
100% of the 82 fee-only advisors who hold the CFP in Alabama hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Alabama?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP in Alabama?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 82 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator | Formula Wealth | Fairhope | CFP, CPA | Flat fee or retainer, One-time planning fee |
| Zeke Anders | Planalto Financial LLC | Huntsville | CFP | Flat fee or retainer, Hourly |
| Chris Alman | Equip Financial Partners, LLC | Fairhope | CFP | Ongoing planning fee, Percentage of assets |
| Eric McClain | Approach Retirement Advisors, LLC | Birmingham | CFP, JD, MBA | Percentage of assets, Hourly |
| Jessica McDonald | Southern Wealth Builders | Birmingham | CFP, MS | Ongoing planning fee, Percentage of assets |
| Robert Eifert | Cahaba Wealth Management, Inc. | Birmingham | CFP | Percentage of assets, Fixed fees |
| Bryan Hancock | Timberchase Financial, LLC | Hoover | CFP, MBA | Percentage of assets, Fixed fees |
| Scott Cole | Cole Financial Planning and Wealth Management, Inc. | Birmingham | CFP, M.Div., MS | Percentage of assets, Hourly |
| Mu-Tin Wultsch | Brown Financial Advisory | Fairhope | CFP, BBA, ChFC, AEP | Percentage of assets, Hourly |
| Stephen Haidt | Retirement Advisors, Inc. | Mobile | BS, CFP, CPWA | Percentage of assets |
| David Hinshaw | BMSS Wesson Wealth Solutions | Huntsville | CFP | Percentage of assets, Hourly |
| Dudley Simms | BMSS Wesson Wealth Solutions | Birmingham | CFP, CFA | Percentage of assets, Hourly |
| Duke Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Felix Tankersley | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Jonathan Brooks | BMSS Wesson Wealth Solutions | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Mark Wesson | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Robert Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Tyler Reeves | Plimsoll Financial Planning | Hoover | CFP | Flat fee or retainer, Ongoing planning fee |
| Devereaux Williams | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| John Blalock | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| Robert Allan | Welon | Montgomery | CFP, CFA | Percentage of assets, Hourly |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Taylor Hart | Steadmont Advisors | Birmingham | CFP | Ongoing planning fee |
| Billy Williams | Williams Financial Group | Mobile | CFP, ChFC | Percentage of assets, Hourly |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Derrell Crimm | Walton Financial | Birmingham | CFP | Percentage of assets, Hourly |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Jonathan Fargason | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Ashley Crawford | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Blake May | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Jacob Drum | Strauss Financial Group | Hoover | CFP, PFS | Percentage of assets, Hourly |
| Kyle Whittington | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Madison Caswell | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Marshall Rathmell | BCR Wealth Strategies | Vestavia | CFP, PFS | Percentage of assets |
| Sandra Cleveland | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Spencer Lawson | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Tami McDonald | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Daniel Tew | Jackson Thornton Asset Management | Dothan | CFP, CPA | Not listed |
| Donna Gordon | Wesban Financial Consultants, P.C. | Birmingham | CFP, RFP | Not listed |
| Erik Buatte | LifeFirst Wealth, LLC | Huntsville | CFP, CRPC | Percentage of assets, Hourly |
| Gary Clark | Clark Planning & Investment Advisory | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Jesse Zora | Zora Financial | Birmingham | CFP | Percentage of assets, Fixed fees |
| Adam Jenkins | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Adam Warren | Colefp | Hoover | CFP | Percentage of assets, Hourly |
| Amy Smith | Brown Financial Advisory | Fairhope | CFP | Percentage of assets, Hourly |
| Andrew Brignac | Mainsail Asset Management | Birmingham | CFP | Percentage of assets, Fixed fees |
| Andrew Ferguson | Gateway Wealth Management | Guntersville | CFP, PFS | Percentage of assets, Hourly |
| Anna-Lena Kanter | Porter White Investment Advisors | Birmingham | CFP | Percentage of assets, Hourly |
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