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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
Donald Rice Money Management Services Birmingham CFP Percentage of assets, Hourly
Evan Hipp Brown Financial Advisory Fairhope CFP Percentage of assets, Hourly
Gerard Kassouf Kassouf Wealth Advisors Birmingham CFP Percentage of assets, Hourly
Harvey Hutchinson Brown Financial Advisory Fairhope CFP Percentage of assets, Hourly
James Moore Timberchase Financial Homewood CFP Percentage of assets, Fixed fees
Jerry Swiney Park Square Financial Group Hoover CFP Percentage of assets, Hourly
John Hensley Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Jonathan Dvorak Uptick Partners Cullman CFP Percentage of assets, Fixed fees
Justin Taylor Charter Wealth Management Daphne CFP Percentage of assets, Hourly
Kara Wingard Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Katherine Martin Cahaba Wealth Management Birmingham CFP Percentage of assets, Fixed fees
Katie Lenz Timberchase Financial Homewood CFP Percentage of assets, Fixed fees
Kimberly Bolton YFP Wealth Berry CFP Percentage of assets, Fixed fees
Matthew Murphy Marble Wealth Montgomery CFP Percentage of assets, Fixed fees
Matthew Satterfield Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Michelle Pike Kassouf Wealth Advisors Birmingham CFP Percentage of assets, Hourly
Peter Schilli Southern Financial Group Birmingham CFP Percentage of assets, Hourly
Phillip Gipner Longview Financial Advisors Huntsville CFP Percentage of assets, Fixed fees
Raymond Saliba Saliba Asset Management Huntsville CFP, CFA Percentage of assets, Hourly
Robert Maund Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Shannon Pike Kassouf Wealth Advisors Birmingham CFP Percentage of assets, Hourly
Stephen Davis Fairvoy Private Wealth Birmingham CFP, ChFC Percentage of assets
Stephen Mandracchia Tulip Financial Planning Harvest CFP Percentage of assets, Fixed fees
Tyler Busby Oakworth Asset Management Birmingham CFP Percentage of assets, Hourly
Adam Rogers Marble Wealth Montgomery CFA Percentage of assets, Fixed fees
Bradley Rapking Aptus Capital Advisors Fairhope CFA Percentage of assets, Fixed fees
David Wagner Aptus Capital Advisors Fairhope CFA Percentage of assets, Fixed fees
Goodloe White Porter White Investment Advisors Birmingham CFA Percentage of assets, Hourly
Graham Campbell Tabula Rasa Advisors Birmingham PFS Percentage of assets
Jerry Callahan Tabula Rasa Advisors Birmingham PFS Percentage of assets
John Gardner Aptus Capital Advisors Fairhope CFA Percentage of assets, Fixed fees
John Tyner Aptus Capital Advisors Fairhope CFA Percentage of assets, Fixed fees
Jonathan Kassouf Kassouf Wealth Advisors Birmingham PFS Percentage of assets, Hourly
Joseph Sykora Aptus Capital Advisors Fairhope CFA Percentage of assets, Fixed fees
Joshua Lancaster Brown Financial Advisory Fairhope CFA Percentage of assets, Hourly
Michael Waters Halcyon Professional Advisors Cullman PFS Fixed fees
Selwyn Turner Mitchell, Mcleod, Pugh & Williams Mobile CFA Percentage of assets, Hourly
William Parsons Mainsail Asset Management Birmingham PFS Percentage of assets, Fixed fees
Alan Bagwell Providence Wealth Advisors Huntsville Not listed Percentage of assets, Hourly
Alexandra Romero Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
Alma Maric Fairvoy Private Wealth Birmingham Not listed Percentage of assets
Andrew Rice Money Management Services Birmingham Not listed Percentage of assets, Hourly
Ashley Davis Fairvoy Private Wealth Birmingham Not listed Percentage of assets
Audrea Robbins Money Management Services Birmingham Not listed Percentage of assets, Hourly
Brian McLeod BWB Advisory Group Enterprise Not listed Percentage of assets, Hourly
Charles Johnson Longview Financial Advisors Huntsville Not listed Percentage of assets, Fixed fees
Charles Smith Mayfair Advisory Group Birmingham Not listed Percentage of assets, Fixed fees
Christopher Cooper Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
Claudia Johnston Fairvoy Private Wealth Birmingham Not listed Percentage of assets
Darlene Duncan Expressive Wealth Fairhope Not listed Percentage of assets, Hourly

Firms headquartered in Alabama (65)

All 65 firms in Alabama