Advisors for $500,000 to $1 million in Alabama
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Allan Welon, Montgomery Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Dudley Simms BMSS Wesson Wealth Solutions, Birmingham Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Seay Capital Stewards, Huntsville Holds the CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Tyler Reeves Plimsoll Financial Planning, Hoover Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Matthew Murphy Marble Wealth, Montgomery Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Andrew Brignac Mainsail Asset Management, Birmingham Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 39
- Firms
- 14
- Cities
- 9
- Hold the CFP
- 44%
- Other credentials: CFA 15% · ChFC 10%
- How they charge (of 39 with fees on file): percentage of assets 95% · fixed fees 77% · hourly 62% · performance-based fees 8%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 39 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mu-Tin Wultsch | Brown Financial Advisory | Fairhope | CFP, BBA, ChFC, AEP | Percentage of assets, Hourly |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| Tyler Reeves | Plimsoll Financial Planning | Hoover | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Allan | Welon | Montgomery | CFP, CFA | Percentage of assets, Hourly |
| Billy Williams | Williams Financial Group | Mobile | CFP, ChFC | Percentage of assets, Hourly |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| John Steiner | Welon | Montgomery | CFA | Percentage of assets, Hourly |
| Kaylan Adams | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Matthew Heard | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Perrin Jones | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Matt Williams | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Meredith Nowell | Williams Financial Group | Mobile | Not listed | 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 |
| Daniel McLeod | Brown Financial Advisory | Fairhope | CFP, ChFC | Percentage of assets, Hourly |
| Evan Hipp | Brown Financial Advisory | Fairhope | CFP | Percentage of assets, Hourly |
| Harvey Hutchinson | Brown Financial Advisory | Fairhope | CFP | Percentage of assets, Hourly |
| Justin Taylor | Charter Wealth Management | Daphne | CFP | Percentage of assets, Hourly |
| Matthew Murphy | Marble Wealth | Montgomery | CFP | Percentage of assets, Fixed fees |
| Adam Rogers | Marble Wealth | Montgomery | CFA | Percentage of assets, Fixed fees |
| Graham Campbell | Tabula Rasa Advisors | Birmingham | PFS | Percentage of assets |
| Jerry Callahan | Tabula Rasa Advisors | Birmingham | PFS | Percentage of assets |
| Joshua Lancaster | Brown Financial Advisory | Fairhope | CFA | Percentage of assets, Hourly |
| William Parsons | Mainsail Asset Management | Birmingham | PFS | Percentage of assets, Fixed fees |
| Alan Bagwell | Providence Wealth Advisors | Huntsville | Not listed | Percentage of assets, Hourly |
| Brian McLeod | BWB Advisory Group | Enterprise | Not listed | Percentage of assets, Hourly |
| Charles Smith | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Dustin Hatfield | Marble Wealth | Montgomery | Not listed | Percentage of assets, Fixed fees |
| Emily Farrior | Marble Wealth | Montgomery | Not listed | Percentage of assets, Fixed fees |
| Jadie Burney III | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Joseph Mason | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Samuel Kirkpatrick | Mayfair Advisory Group | Birmingham | Not listed | Percentage of assets, Fixed fees |
| William Gooding | Mainsail Asset Management | Birmingham | Not listed | Percentage of assets, Fixed fees |
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