# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Caleb Hopkins of Navigate Wealth Management, Jessica McDonald of Southern Wealth Builders and Mark Davidson of Cornerstone Investment Management and Consulting. Page: https://find.wellspent.co/by/financial-advisors-under-500k/alabama/ 98 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Caleb Hopkins of Navigate Wealth Management, Jessica McDonald of Southern Wealth Builders and Mark Davidson of Cornerstone Investment Management and Consulting. ## How many fee-only advisors for under $500,000 in Alabama are there? The Wellspent public graph lists 98 fee-only advisors for under $500,000 in Alabama, at 50 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Alabama located? Of the 98 fee-only advisors for under $500,000 in Alabama, 51 are in Birmingham, followed by 8 in Vestavia and 7 in Hoover. ## How do fee-only advisors for under $500,000 in Alabama charge? The most common fee among fee-only advisors for under $500,000 in Alabama is a percentage of assets, used by 95% of the 98 with fees on file. Many use more than one: 49% charge by the hour and 49% charge fixed fees. ## How many fee-only advisors for under $500,000 in Alabama hold the CFP? 45% of the 98 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Alabama? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | |---|---|---|---|---| | [Chris Alman](https://find.wellspent.co/advisors/chris-alman.md) | Equip Financial Partners, LLC | Fairhope, Alabama | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Eric McClain](https://find.wellspent.co/advisors/eric-mcclain.md) | Approach Retirement Advisors, LLC | Birmingham, Alabama | CFP, JD, MBA | Percentage of assets, Hourly | | [Jessica McDonald](https://find.wellspent.co/advisors/jessica-mcdonald.md) | Southern Wealth Builders | Birmingham, Alabama | CFP, MS | Ongoing planning fee, Percentage of assets | | [Bryan Hancock](https://find.wellspent.co/advisors/bryan-hancock.md) | Timberchase Financial, LLC | Hoover, Alabama | CFP, MBA | Percentage of assets, Fixed fees | | [Scott Cole](https://find.wellspent.co/advisors/scott-cole.md) | Cole Financial Planning and Wealth Management, Inc. | Birmingham, Alabama | CFP, M.Div., MS | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Stephen Haidt](https://find.wellspent.co/advisors/stephen-haidt.md) | Retirement Advisors, Inc. | Mobile, Alabama | BS, CFP, CPWA | Percentage of assets | | [Duke Cope](https://find.wellspent.co/advisors/duke-cope.md) | Cope Private Wealth | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Cope](https://find.wellspent.co/advisors/robert-cope.md) | Cope Private Wealth | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Devereaux Williams](https://find.wellspent.co/advisors/devereaux-williams.md) | Blalock Williams | Alexander City, Alabama | CFP | Percentage of assets, Fixed fees | | [John Blalock](https://find.wellspent.co/advisors/john-blalock.md) | Blalock Williams | Alexander City, Alabama | CFP | Percentage of assets, Fixed fees | | [Stephanie Bunn](https://find.wellspent.co/advisors/stephanie-bunn.md) | Capstone Global Advisors | Wedowee, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Taylor Hart](https://find.wellspent.co/advisors/taylor-hart.md) | Steadmont Advisors | Birmingham, Alabama | CFP | Ongoing planning fee | | [Caleb Hopkins](https://find.wellspent.co/advisors/caleb-hopkins.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets | | [Derrell Crimm](https://find.wellspent.co/advisors/derrell-crimm.md) | Walton Financial | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [James Burnett](https://find.wellspent.co/advisors/james-burnett.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Jonathan Fargason](https://find.wellspent.co/advisors/jonathan-fargason.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Mary Livingston](https://find.wellspent.co/advisors/mary-livingston.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets | | [Nicholette Hamel](https://find.wellspent.co/advisors/nicholette-hamel.md) | Dougherty Investment Advisors | Pinson, Alabama | | Percentage of assets, Hourly | | [Steven Lind](https://find.wellspent.co/advisors/steven-lind.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Ashley Crawford](https://find.wellspent.co/advisors/ashley-crawford.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Blake May](https://find.wellspent.co/advisors/blake-may.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Drum](https://find.wellspent.co/advisors/jacob-drum.md) | Strauss Financial Group | Hoover, Alabama | CFP, PFS | Percentage of assets, Hourly | | [Joseph Lawrence](https://find.wellspent.co/advisors/joseph-lawrence.md) | ARIA Wealth Management | Huntsville, Alabama | | Percentage of assets, Hourly | | [Kyle Whittington](https://find.wellspent.co/advisors/kyle-whittington.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Caswell](https://find.wellspent.co/advisors/madison-caswell.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Marshall Rathmell](https://find.wellspent.co/advisors/marshall-rathmell.md) | BCR Wealth Strategies | Vestavia, Alabama | CFP, PFS | Percentage of assets | | [Sandra Cleveland](https://find.wellspent.co/advisors/sandra-cleveland.md) | BCR Wealth Strategies | Vestavia, Alabama | CFP | Percentage of assets | | [Spencer Lawson](https://find.wellspent.co/advisors/spencer-lawson.md) | BCR Wealth Strategies | Vestavia, Alabama | CFP | Percentage of assets | | [Tami McDonald](https://find.wellspent.co/advisors/tami-mcdonald.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Grahs](https://find.wellspent.co/advisors/carl-grahs.md) | Navigate Wealth Management | Birmingham, Alabama | CFA | Percentage of assets | | [Cilimberg James](https://find.wellspent.co/advisors/cilimberg-james.md) | Foresight Financial Advising | Vestavia, Alabama | ChFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Erik Buatte](https://find.wellspent.co/advisors/erik-buatte.md) | LifeFirst Wealth, LLC | Huntsville, Alabama | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [Gary Clark](https://find.wellspent.co/advisors/gary-clark.md) | Clark Planning & Investment Advisory | Birmingham, Alabama | CFP, ChFC | Percentage of assets, Hourly | | [Jesse Zora](https://find.wellspent.co/advisors/jesse-zora.md) | Zora Financial | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Lester Brol](https://find.wellspent.co/advisors/lester-brol.md) | Brol Capital Management | Hampton Cove, Alabama | CFA | Percentage of assets, Hourly, Fixed fees | | [Terry Rogers](https://find.wellspent.co/advisors/terry-rogers.md) | Verus Capital Partners | Huntsville, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Amy Drinkard](https://find.wellspent.co/advisors/amy-drinkard.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Breland Booth](https://find.wellspent.co/advisors/breland-booth.md) | Booth Financial Planning | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Margaret Dunn](https://find.wellspent.co/advisors/margaret-dunn.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Tyler Decker](https://find.wellspent.co/advisors/tyler-decker.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Wil Dedmon](https://find.wellspent.co/advisors/wil-dedmon.md) | Krowten Equities | Birmingham, Alabama | CFA | Percentage of assets | | [John Kirby](https://find.wellspent.co/advisors/john-kirby.md) | DreamWork Financial Group | Birmingham, Alabama | | Percentage of assets, Ongoing planning fee | | [Laurel Buckalew](https://find.wellspent.co/advisors/laurel-buckalew.md) | Insignia Wealth Advisory | Opelika, Alabama | | Percentage of assets | | [Lisa Gamble](https://find.wellspent.co/advisors/lisa-gamble.md) | Walton Financial | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Mark Davidson](https://find.wellspent.co/advisors/mark-davidson.md) | Cornerstone Investment Management and Consulting | Daphne, Alabama | CFA | Percentage of assets | | [Reuben Stewart](https://find.wellspent.co/advisors/reuben-stewart.md) | Navigate Wealth Management | Birmingham, Alabama | | Percentage of assets | | [Scott Koser](https://find.wellspent.co/advisors/scott-koser.md) | Cornerstone Investment Management and Consulting | Daphne, Alabama | CFA | Percentage of assets | | [Scott Walton](https://find.wellspent.co/advisors/scott-walton.md) | Walton Financial | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Abigail Kotarski](https://find.wellspent.co/advisors/abigail-kotarski.md) | BCR Wealth Strategies | Vestavia, Alabama | | Percentage of assets | | [Annelise Sutherland](https://find.wellspent.co/advisors/annelise-sutherland.md) | BCR Wealth Strategies | Vestavia, Alabama | | Percentage of assets | Showing the first 50 of 98. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).