Advisors for $1 million to $3 million in Alabama
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Raymond Saliba Saliba Asset Management, Huntsville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Anna-Lena Kanter Porter White Investment Advisors, Birmingham Holds the CFP. Fees on file: percentage of assets, hourly.
- Kara Wingard Oakworth Asset Management, Birmingham Holds the CFP. Fees on file: percentage of assets, hourly.
- Caroline Gayle Kassouf Wealth Advisors, Birmingham Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 54
- Firms
- 12
- Cities
- 7
- Hold the CFP
- 33%
- Other credentials: CFA 17% · CPA 2%
- How they charge (of 54 with fees on file): percentage of assets 98% · fixed fees 94% · hourly 67% · flat fee or retainer 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 54 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 |
| Robert Eifert | Cahaba Wealth Management, Inc. | Birmingham | CFP | Percentage of assets, Fixed fees |
| Anna-Lena Kanter | Porter White Investment Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Ashley Tabb | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Beckham Wyrick | Aptus Capital Advisors | Fairhope | CFP, CFA | Percentage of assets, Fixed fees |
| Caroline Gayle | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| David Jackson | Colarion | Mountain Brook | CFP | Percentage of assets |
| David Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Gerard Kassouf | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| John Hensley | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Kara Wingard | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Katherine Martin | Cahaba Wealth Management | Birmingham | CFP | Percentage of assets, Fixed fees |
| Matthew Satterfield | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Michelle Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Raymond Saliba | Saliba Asset Management | Huntsville | CFP, CFA | Percentage of assets, Hourly |
| Robert Maund | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Shannon Pike | Kassouf Wealth Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Tyler Busby | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Bradley Rapking | Aptus Capital Advisors | Fairhope | CFA | Percentage of assets, Fixed fees |
| David Wagner | Aptus Capital Advisors | Fairhope | CFA | Percentage of assets, Fixed fees |
| Goodloe White | Porter White Investment Advisors | Birmingham | CFA | Percentage of assets, Hourly |
| John Gardner | Aptus Capital Advisors | Fairhope | CFA | Percentage of assets, Fixed fees |
| John Tyner | Aptus Capital Advisors | Fairhope | CFA | Percentage of assets, Fixed fees |
| Jonathan Kassouf | Kassouf Wealth Advisors | Birmingham | PFS | Percentage of assets, Hourly |
| Joseph Sykora | Aptus Capital Advisors | Fairhope | CFA | Percentage of assets, Fixed fees |
| Selwyn Turner | Mitchell, Mcleod, Pugh & Williams | Mobile | CFA | Percentage of assets, Hourly |
| Alexandra Romero | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| Christopher Cooper | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Douglas McLeod | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Gray Ingle | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| James White | Porter White Investment Advisors | Birmingham | Not listed | Percentage of assets, Hourly |
| Janet Ball | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| John Goldsberry | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| John Norris | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| John Rice | NBT Capital Management | Elberta | Not listed | Percentage of assets, Hourly |
| Joseph King | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| Katherine McGinley | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Kyle Pugh | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Lee Banks | Oakworth Asset Management | Mobile | Not listed | Percentage of assets, Hourly |
| Mark Callahan | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| Michael Barnett | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Renée Mrosowski | Summit Group Retirement Planners | Spanish Fort | Not listed | Percentage of assets, Hourly |
| Richard Mitchell | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Robert Arendall | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Ross Walker | Porter White Investment Advisors | Birmingham | Not listed | Percentage of assets, Hourly |
| Samuel Haskell | Colarion | Mountain Brook | Not listed | Percentage of assets |
| Scott Robinson | Oakworth Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Tenzin Phuntsok | Aptus Capital Advisors | Fairhope | Not listed | Percentage of assets, Fixed fees |
| Thomas Iturbe | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
| Thomas Van Antwerp | Mitchell, Mcleod, Pugh & Williams | Mobile | Not listed | Percentage of assets, Hourly |
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