# Advisors for $1 million to $3 million in Alabama > In Alabama, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Chad Holmes of Formula Wealth, Beckham Wyrick of Aptus Capital Advisors and Raymond Saliba of Saliba Asset Management. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/alabama/ 54 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $1 million to $3 million in Alabama? In Alabama, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Chad Holmes of Formula Wealth, Beckham Wyrick of Aptus Capital Advisors and Raymond Saliba of Saliba Asset Management. ## How many fee-only advisors for $1 million to $3 million in Alabama are there? The Wellspent public graph lists 54 fee-only advisors for $1 million to $3 million in Alabama, at 12 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Alabama located? Of the 54 fee-only advisors for $1 million to $3 million in Alabama, 24 are in Birmingham, followed by 14 in Fairhope and 11 in Mobile. ## How do fee-only advisors for $1 million to $3 million in Alabama charge? The most common fee among fee-only advisors for $1 million to $3 million in Alabama is a percentage of assets, used by 98% of the 54 with fees on file. Many use more than one: 94% charge fixed fees and 67% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Alabama hold the CFP? 33% of the 54 fee-only advisors for $1 million to $3 million in Alabama hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Alabama? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Chad Holmes](https://find.wellspent.co/advisors/chad-holmes.md) | Formula Wealth | Fairhope, Alabama | CFP, CPA | Flat fee or retainer, One-time planning fee | | [Robert Eifert](https://find.wellspent.co/advisors/robert-eifert.md) | Cahaba Wealth Management, Inc. | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Anna-Lena Kanter](https://find.wellspent.co/advisors/anna-lena-kanter.md) | Porter White Investment Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Ashley Tabb](https://find.wellspent.co/advisors/ashley-tabb.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Beckham Wyrick](https://find.wellspent.co/advisors/beckham-wyrick.md) | Aptus Capital Advisors | Fairhope, Alabama | CFP, CFA | Percentage of assets, Fixed fees | | [Caroline Gayle](https://find.wellspent.co/advisors/caroline-gayle.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [David Jackson](https://find.wellspent.co/advisors/david-jackson-7195542.md) | Colarion | Mountain Brook, Alabama | CFP | Percentage of assets | | [David Kassouf](https://find.wellspent.co/advisors/david-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Gerard Kassouf](https://find.wellspent.co/advisors/gerard-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [John Hensley](https://find.wellspent.co/advisors/john-hensley.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Kara Wingard](https://find.wellspent.co/advisors/kara-wingard.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Martin](https://find.wellspent.co/advisors/katherine-martin.md) | Cahaba Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Matthew Satterfield](https://find.wellspent.co/advisors/matthew-satterfield.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Pike](https://find.wellspent.co/advisors/michelle-pike.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Raymond Saliba](https://find.wellspent.co/advisors/raymond-saliba.md) | Saliba Asset Management | Huntsville, Alabama | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Maund](https://find.wellspent.co/advisors/robert-maund.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Shannon Pike](https://find.wellspent.co/advisors/shannon-pike.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Busby](https://find.wellspent.co/advisors/tyler-busby.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Rapking](https://find.wellspent.co/advisors/bradley-rapking.md) | Aptus Capital Advisors | Fairhope, Alabama | CFA | Percentage of assets, Fixed fees | | [David Wagner](https://find.wellspent.co/advisors/david-wagner.md) | Aptus Capital Advisors | Fairhope, Alabama | CFA | Percentage of assets, Fixed fees | | [Goodloe White](https://find.wellspent.co/advisors/goodloe-white.md) | Porter White Investment Advisors | Birmingham, Alabama | CFA | Percentage of assets, Hourly, Fixed fees | | [John Gardner](https://find.wellspent.co/advisors/john-gardner.md) | Aptus Capital Advisors | Fairhope, Alabama | CFA | Percentage of assets, Fixed fees | | [John Tyner](https://find.wellspent.co/advisors/john-tyner.md) | Aptus Capital Advisors | Fairhope, Alabama | CFA | Percentage of assets, Fixed fees | | [Jonathan Kassouf](https://find.wellspent.co/advisors/jonathan-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | PFS | Percentage of assets, Hourly, Fixed fees | | [Joseph Sykora](https://find.wellspent.co/advisors/joseph-sykora.md) | Aptus Capital Advisors | Fairhope, Alabama | CFA | Percentage of assets, Fixed fees | | [Selwyn Turner](https://find.wellspent.co/advisors/selwyn-turner.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | CFA | Percentage of assets, Hourly, Fixed fees | | [Alexandra Romero](https://find.wellspent.co/advisors/alexandra-romero.md) | Aptus Capital Advisors | Fairhope, Alabama | | Percentage of assets, Fixed fees | | [Christopher Cooper](https://find.wellspent.co/advisors/christopher-cooper.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Douglas McLeod](https://find.wellspent.co/advisors/douglas-mcleod.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Gray Ingle](https://find.wellspent.co/advisors/gray-ingle.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [James White](https://find.wellspent.co/advisors/james-white.md) | Porter White Investment Advisors | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Janet Ball](https://find.wellspent.co/advisors/janet-ball.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [John Goldsberry](https://find.wellspent.co/advisors/john-goldsberry.md) | Aptus Capital Advisors | Fairhope, Alabama | | Percentage of assets, Fixed fees | | [John Norris](https://find.wellspent.co/advisors/john-norris.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [John Rice](https://find.wellspent.co/advisors/john-rice.md) | NBT Capital Management | Elberta, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Joseph King](https://find.wellspent.co/advisors/joseph-king.md) | Aptus Capital Advisors | Fairhope, Alabama | | Percentage of assets, Fixed fees | | [Katherine McGinley](https://find.wellspent.co/advisors/katherine-mcginley.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Kyle Pugh](https://find.wellspent.co/advisors/kyle-pugh.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Lee Banks](https://find.wellspent.co/advisors/lee-banks.md) | Oakworth Asset Management | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Mark Callahan](https://find.wellspent.co/advisors/mark-callahan.md) | Aptus Capital Advisors | Fairhope, Alabama | | Percentage of assets, Fixed fees | | [Michael Barnett](https://find.wellspent.co/advisors/michael-barnett.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Renée Mrosowski](https://find.wellspent.co/advisors/renee-mrosowski.md) | Summit Group Retirement Planners | Spanish Fort, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Richard Mitchell](https://find.wellspent.co/advisors/richard-mitchell.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Robert Arendall](https://find.wellspent.co/advisors/robert-arendall.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Ross Walker](https://find.wellspent.co/advisors/ross-walker.md) | Porter White Investment Advisors | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Samuel Haskell](https://find.wellspent.co/advisors/samuel-haskell.md) | Colarion | Mountain Brook, Alabama | | Percentage of assets | | [Scott Robinson](https://find.wellspent.co/advisors/scott-robinson.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Tenzin Phuntsok](https://find.wellspent.co/advisors/tenzin-phuntsok.md) | Aptus Capital Advisors | Fairhope, Alabama | | Percentage of assets, Fixed fees | | [Thomas Iturbe](https://find.wellspent.co/advisors/thomas-iturbe.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Thomas Van Antwerp](https://find.wellspent.co/advisors/thomas-van-antwerp.md) | Mitchell, Mcleod, Pugh & Williams | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 54. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/alabama/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).