Advisors for under $500,000 in Alabama
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Caleb Hopkins Navigate Wealth Management, Birmingham Holds the CFP and CFA. Fees on file: percentage of assets.
- Jessica McDonald Southern Wealth Builders, Birmingham Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Mark Davidson Cornerstone Investment Management and Consulting, Daphne Holds the CFA. Fees on file: percentage of assets.
- Scott Cole Cole Financial Planning and Wealth Management, Inc., Birmingham Holds the CFP. Fees on file: percentage of assets, hourly.
- Marshall Rathmell BCR Wealth Strategies, Vestavia Holds the CFP. Fees on file: percentage of assets.
- Taylor Hart Steadmont Advisors, Birmingham Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 98
- Firms
- 50
- Cities
- 20
- Hold the CFP
- 45%
- Other credentials: CFA 7% · ChFC 3%
- How they charge (of 98 with fees on file): percentage of assets 95% · hourly 49% · fixed fees 49% · ongoing planning fee 9%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 98 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Alman | Equip Financial Partners, LLC | Fairhope | CFP | Ongoing planning fee, Percentage of assets |
| Eric McClain | Approach Retirement Advisors, LLC | Birmingham | CFP, JD, MBA | Percentage of assets, Hourly |
| Jessica McDonald | Southern Wealth Builders | Birmingham | CFP, MS | Ongoing planning fee, Percentage of assets |
| Bryan Hancock | Timberchase Financial, LLC | Hoover | CFP, MBA | Percentage of assets, Fixed fees |
| Scott Cole | Cole Financial Planning and Wealth Management, Inc. | Birmingham | CFP, M.Div., MS | Percentage of assets, Hourly |
| Stephen Haidt | Retirement Advisors, Inc. | Mobile | BS, CFP, CPWA | Percentage of assets |
| Duke Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Robert Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Devereaux Williams | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| John Blalock | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Taylor Hart | Steadmont Advisors | Birmingham | CFP | Ongoing planning fee |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Derrell Crimm | Walton Financial | Birmingham | CFP | Percentage of assets, Hourly |
| James Burnett | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Jonathan Fargason | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Nicholette Hamel | Dougherty Investment Advisors | Pinson | Not listed | Percentage of assets, Hourly |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Ashley Crawford | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Blake May | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Jacob Drum | Strauss Financial Group | Hoover | CFP, PFS | Percentage of assets, Hourly |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Kyle Whittington | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Madison Caswell | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Marshall Rathmell | BCR Wealth Strategies | Vestavia | CFP, PFS | Percentage of assets |
| Sandra Cleveland | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Spencer Lawson | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Tami McDonald | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Carl Grahs | Navigate Wealth Management | Birmingham | CFA | Percentage of assets |
| Cilimberg James | Foresight Financial Advising | Vestavia | ChFC | Flat fee or retainer, Ongoing planning fee |
| Erik Buatte | LifeFirst Wealth, LLC | Huntsville | CFP, CRPC | Percentage of assets, Hourly |
| Gary Clark | Clark Planning & Investment Advisory | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Jesse Zora | Zora Financial | Birmingham | CFP | Percentage of assets, Fixed fees |
| Lester Brol | Brol Capital Management | Hampton Cove | CFA | Percentage of assets, Hourly |
| Terry Rogers | Verus Capital Partners | Huntsville | Not listed | Percentage of assets, Hourly |
| Amy Drinkard | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Breland Booth | Booth Financial Planning | Birmingham | Not listed | Percentage of assets, Fixed fees |
| Margaret Dunn | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Tyler Decker | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Wil Dedmon | Krowten Equities | Birmingham | CFA | Percentage of assets |
| John Kirby | DreamWork Financial Group | Birmingham | Not listed | Percentage of assets, Ongoing planning fee |
| Laurel Buckalew | Insignia Wealth Advisory | Opelika | Not listed | Percentage of assets |
| Lisa Gamble | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Mark Davidson | Cornerstone Investment Management and Consulting | Daphne | CFA | Percentage of assets |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Scott Koser | Cornerstone Investment Management and Consulting | Daphne | CFA | Percentage of assets |
| Scott Walton | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes