W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Alabama
United States

Fee-only advisors in Alabama

Fee-only advisors in Birmingham, Fairhope and Mobile, plus 23 other cities.

What fee-only financial advisors charge in Alabama

By the numbers

The Wellspent public graph lists 196 fee-only financial advisors serving Alabama at 81 firms, most in Birmingham, Fairhope and Mobile. 42% hold the CFP certification. Of the 194 with fees on file, 95% charge percentage of assets.

Advisors listed
196
Firms
81
Cities
26
Hold the CFP
42%
  • Other credentials: CFA 11% · CPA 1% · ChFC 4%
  • How they charge (of 194 with fees on file): percentage of assets 95% · fixed fees 68% · hourly 57% · ongoing planning fee 6%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Alabama (196)

Fee-only advisors serving Alabama: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Robert Eifert Cahaba Wealth Management, Inc. Birmingham CFP Percentage of assets, Fixed fees
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
Mu-Tin Wultsch Brown Financial Advisory Fairhope CFP, BBA, ChFC, AEP Percentage of assets, Hourly
Stephen Haidt Retirement Advisors, Inc. Mobile BS, CFP, CPWA Percentage of assets
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
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
Tyler Reeves Plimsoll Financial Planning Hoover CFP Flat fee or retainer, Ongoing planning fee
Devereaux Williams Blalock Williams Alexander City CFP Percentage of assets, Fixed fees
John Blalock Blalock Williams Alexander City CFP Percentage of assets, Fixed fees
Robert Allan Welon Montgomery CFP, CFA Percentage of assets, Hourly
Stephanie Bunn Capstone Global Advisors Wedowee CFP Percentage of assets, Hourly
Taylor Hart Steadmont Advisors Birmingham CFP Ongoing planning fee
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
Cilimberg James Foresight Financial Advising Vestavia ChFC Flat fee or retainer, Ongoing planning fee
Daniel Tew Jackson Thornton Asset Management Dothan CFP, CPA Not listed

Firms headquartered in Alabama (65)

All 65 firms in Alabama