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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
Donna Gordon Wesban Financial Consultants, P.C. Birmingham CFP, RFP Not listed
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
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
Abigail Kotarski BCR Wealth Strategies Vestavia Not listed Percentage of assets
Annelise Sutherland BCR Wealth Strategies Vestavia Not listed Percentage of assets
Courtney Lankford Milestone Investments Columbus Birmingham Not listed Percentage of assets, Hourly
Dwight Reynolds Brookstone Wealth Management Birmingham Not listed Percentage of assets, Hourly
Heidi Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
Justin Tackett Brookstone Wealth Management Birmingham Not listed Percentage of assets, Hourly
Lindsay Birchfield BCR Wealth Strategies Vestavia Not listed Percentage of assets
Michael Guilsher Brookstone Wealth Management Birmingham Not listed Percentage of assets, Hourly
Thomas Leland Southeast Asset Advisors Mobile Not listed Percentage of assets, Hourly
Timothy Jones BCR Wealth Strategies Vestavia Not listed Percentage of assets
Tonya Williams Brookstone Wealth Management Birmingham Not listed Percentage of assets, Hourly
Jenny Clark Clark Planning & Investment Advisory Birmingham Not listed Percentage of assets, Hourly
Ross Kennedy Zora Financial Birmingham Not listed Percentage of assets, Fixed fees
Tommie Goggans Goggans Group Gadsden Not listed Hourly, Percentage of assets
Adam Jenkins Southern Financial Group Birmingham CFP Percentage of assets, Hourly
Adam Warren Colefp Hoover CFP 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
Anna-Lena Kanter Porter White Investment Advisors Birmingham CFP Percentage of assets, Hourly
Ashley Tabb Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Beckham Wyrick Aptus Capital Advisors Fairhope CFP, CFA Percentage of assets, Fixed fees
Caroline Gayle Kassouf Wealth Advisors Birmingham CFP Percentage of assets, Hourly
Daniel McLeod Brown Financial Advisory Fairhope CFP, ChFC Percentage of assets, Hourly
David Carroll Fairvoy Private Wealth Birmingham CFP Percentage of assets
David Clark DMC Wealth Management Birmingham CFP Percentage of assets, Hourly
David Jackson Colarion Mountain Brook CFP Percentage of assets
David Kassouf Kassouf Wealth Advisors Birmingham CFP Percentage of assets, Hourly

Firms headquartered in Alabama (65)

All 65 firms in Alabama