Hourly financial advisors in Alabama
How do I find fee-only advisors who charge by the hour in Alabama?
In Alabama, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Chad Holmes of Formula Wealth, Caleb Hopkins of Navigate Wealth Management and Robert Allan of Welon.
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.
- Caleb Hopkins Navigate Wealth Management, Birmingham Holds the CFP and CFA. Fees on file: percentage of assets.
- 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.
- Raymond Saliba Saliba Asset Management, Huntsville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Spencer Lawson BCR Wealth Strategies, Vestavia Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 128
- Firms
- 49
- Cities
- 19
- Hold the CFP
- 45%
- Other credentials: CFA 10% · CPA 1% · ChFC 4%
- How they charge (of 128 with fees on file): percentage of assets 98% · hourly 86% · fixed fees 70% · ongoing planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Alabama are there?
The Wellspent public graph lists 128 fee-only advisors who charge by the hour in Alabama, at 49 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Alabama located?
Of the 128 fee-only advisors who charge by the hour in Alabama, 65 are in Birmingham, followed by 16 in Mobile and 9 in Fairhope.
How do fee-only advisors who charge by the hour in Alabama charge?
The most common fee among fee-only advisors who charge by the hour in Alabama is a percentage of assets, used by 98% of the 128 with fees on file. Many use more than one: 86% charge by the hour and 70% charge fixed fees.
How many fee-only advisors who charge by the hour in Alabama hold the CFP?
45% of the 128 fee-only advisors who charge by the hour in Alabama hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who charge by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Alabama?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 128 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 |
| Zeke Anders | Planalto Financial LLC | Huntsville | CFP | Flat fee or retainer, Hourly |
| 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 |
| Scott Cole | Cole Financial Planning and Wealth Management, Inc. | Birmingham | CFP, M.Div., MS | Percentage of assets, Hourly |
| Mu-Tin Wultsch | Brown Financial Advisory | Fairhope | CFP, BBA, ChFC, AEP | Percentage of assets, Hourly |
| 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 |
| Duke Cope | Cope Private Wealth | Birmingham | CFP | 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 |
| Robert Cope | Cope Private Wealth | Birmingham | CFP | Percentage of assets, Hourly |
| Robert Allan | Welon | Montgomery | CFP, CFA | Percentage of assets, Hourly |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Billy Williams | Williams Financial Group | Mobile | CFP, ChFC | Percentage of assets, Hourly |
| 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 |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| John Steiner | Welon | Montgomery | CFA | Percentage of assets, Hourly |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Kaylan Adams | BMSS Wesson Wealth Solutions | Birmingham | 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 |
| 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 |
| 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 |
| 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 |
| Lester Brol | Brol Capital Management | Hampton Cove | CFA | Percentage of assets, Hourly |
| Terry Rogers | Verus Capital Partners | Huntsville | Not listed | Percentage of assets, Hourly |
| Lisa Gamble | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Mark Davidson | Cornerstone Investment Management and Consulting | Daphne | CFA | Percentage of assets |
| Matt Williams | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| Meredith Nowell | Williams Financial Group | Mobile | Not listed | Percentage of assets, Hourly |
| 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 |
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