# Advisors for $500,000 to $1 million in Alabama > In Alabama, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Robert Allan of Welon, Dudley Simms of BMSS Wesson Wealth Solutions and Brian Seay of Capital Stewards. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/alabama/ 39 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 $500,000 to $1 million in Alabama? In Alabama, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Robert Allan of Welon, Dudley Simms of BMSS Wesson Wealth Solutions and Brian Seay of Capital Stewards. ## How many fee-only advisors for $500,000 to $1 million in Alabama are there? The Wellspent public graph lists 39 fee-only advisors for $500,000 to $1 million in Alabama, at 14 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Alabama located? Of the 39 fee-only advisors for $500,000 to $1 million in Alabama, 17 are in Birmingham, followed by 6 in Fairhope and 6 in Montgomery. ## How do fee-only advisors for $500,000 to $1 million in Alabama charge? The most common fee among fee-only advisors for $500,000 to $1 million in Alabama is a percentage of assets, used by 95% of the 39 with fees on file. Many use more than one: 77% charge fixed fees and 62% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Alabama hold the CFP? 44% of the 39 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Alabama? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Mu-Tin Wultsch](https://find.wellspent.co/advisors/mu-tin-wultsch.md) | Brown Financial Advisory | Fairhope, Alabama | CFP, BBA, ChFC, AEP, CTFA, JD, LLM, MAcc | Percentage of assets, Hourly, Fixed fees | | [Brian Seay](https://find.wellspent.co/advisors/brian-seay-7411892.md) | Capital Stewards | Huntsville, Alabama | CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [David Hinshaw](https://find.wellspent.co/advisors/david-hinshaw.md) | BMSS Wesson Wealth Solutions | Huntsville, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Dudley Simms](https://find.wellspent.co/advisors/dudley-simms.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Felix Tankersley](https://find.wellspent.co/advisors/felix-tankersley.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Brooks](https://find.wellspent.co/advisors/jonathan-brooks.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Mark Wesson](https://find.wellspent.co/advisors/mark-wesson.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Reeves](https://find.wellspent.co/advisors/tyler-reeves.md) | Plimsoll Financial Planning | Hoover, Alabama | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robert Allan](https://find.wellspent.co/advisors/robert-allan-6956932.md) | Welon | Montgomery, Alabama | CFP, CFA | Percentage of assets, Hourly | | [Billy Williams](https://find.wellspent.co/advisors/billy-williams.md) | Williams Financial Group | Mobile, Alabama | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [John Imbusch](https://find.wellspent.co/advisors/john-imbusch.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [John Steiner](https://find.wellspent.co/advisors/john-steiner.md) | Welon | Montgomery, Alabama | CFA | Percentage of assets, Hourly | | [Kaylan Adams](https://find.wellspent.co/advisors/kaylan-adams.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Matthew Heard](https://find.wellspent.co/advisors/matthew-heard.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Perrin Jones](https://find.wellspent.co/advisors/perrin-jones.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Matt Williams](https://find.wellspent.co/advisors/matt-williams.md) | Williams Financial Group | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Meredith Nowell](https://find.wellspent.co/advisors/meredith-nowell.md) | Williams Financial Group | Mobile, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Amy Smith](https://find.wellspent.co/advisors/amy-smith.md) | Brown Financial Advisory | Fairhope, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Brignac](https://find.wellspent.co/advisors/andrew-brignac.md) | Mainsail Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Andrew Ferguson](https://find.wellspent.co/advisors/andrew-ferguson.md) | Gateway Wealth Management | Guntersville, Alabama | CFP, PFS | Percentage of assets, Hourly | | [Daniel McLeod](https://find.wellspent.co/advisors/daniel-mcleod.md) | Brown Financial Advisory | Fairhope, Alabama | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Evan Hipp](https://find.wellspent.co/advisors/evan-hipp.md) | Brown Financial Advisory | Fairhope, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Harvey Hutchinson](https://find.wellspent.co/advisors/harvey-hutchinson.md) | Brown Financial Advisory | Fairhope, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Justin Taylor](https://find.wellspent.co/advisors/justin-taylor.md) | Charter Wealth Management | Daphne, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Murphy](https://find.wellspent.co/advisors/matthew-murphy.md) | Marble Wealth | Montgomery, Alabama | CFP | Percentage of assets, Fixed fees | | [Adam Rogers](https://find.wellspent.co/advisors/adam-rogers.md) | Marble Wealth | Montgomery, Alabama | CFA | Percentage of assets, Fixed fees | | [Graham Campbell](https://find.wellspent.co/advisors/graham-campbell.md) | Tabula Rasa Advisors | Birmingham, Alabama | PFS | Percentage of assets | | [Jerry Callahan](https://find.wellspent.co/advisors/jerry-callahan.md) | Tabula Rasa Advisors | Birmingham, Alabama | PFS | Percentage of assets | | [Joshua Lancaster](https://find.wellspent.co/advisors/joshua-lancaster.md) | Brown Financial Advisory | Fairhope, Alabama | CFA | Percentage of assets, Hourly, Fixed fees | | [William Parsons](https://find.wellspent.co/advisors/william-parsons.md) | Mainsail Asset Management | Birmingham, Alabama | PFS | Percentage of assets, Fixed fees, Performance-based fees | | [Alan Bagwell](https://find.wellspent.co/advisors/alan-bagwell.md) | Providence Wealth Advisors | Huntsville, Alabama | | Percentage of assets, Hourly | | [Brian McLeod](https://find.wellspent.co/advisors/brian-mcleod.md) | BWB Advisory Group | Enterprise, Alabama | | Percentage of assets, Hourly | | [Charles Smith](https://find.wellspent.co/advisors/charles-smith-4609881.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Dustin Hatfield](https://find.wellspent.co/advisors/dustin-hatfield.md) | Marble Wealth | Montgomery, Alabama | | Percentage of assets, Fixed fees | | [Emily Farrior](https://find.wellspent.co/advisors/emily-farrior.md) | Marble Wealth | Montgomery, Alabama | | Percentage of assets, Fixed fees | | [Jadie Burney III](https://find.wellspent.co/advisors/jadie-burney-iii.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Joseph Mason](https://find.wellspent.co/advisors/joseph-mason.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Samuel Kirkpatrick](https://find.wellspent.co/advisors/samuel-kirkpatrick.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [William Gooding](https://find.wellspent.co/advisors/william-gooding.md) | Mainsail Asset Management | Birmingham, Alabama | | Percentage of assets, Fixed fees, Performance-based fees | ## 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).