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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
David Wiggins Money Management Services Birmingham Not listed Percentage of assets, Hourly
Douglas McLeod Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Dustin Hatfield Marble Wealth Montgomery Not listed Percentage of assets, Fixed fees
Edwin Cox Magnolia Wealth Management Dothan Not listed Percentage of assets, Hourly
Emily Farrior Marble Wealth Montgomery Not listed Percentage of assets, Fixed fees
Gray Ingle Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Jadie Burney III Mayfair Advisory Group Birmingham Not listed Percentage of assets, Fixed fees
James Boyle Tennessee Valley Investment Management Huntsville Not listed Percentage of assets, Hourly
James White Porter White Investment Advisors Birmingham Not listed Percentage of assets, Hourly
Janet Ball Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
Jessie McCarley 1ST & 3RD Investments Vestavia Hills Not listed Percentage of assets, Hourly
John Cocke Kairos Asset Advisory Mobile Not listed Percentage of assets, Hourly
John Goldsberry Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
John Norris Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
John Rice NBT Capital Management Elberta Not listed Percentage of assets, Hourly
Joseph King Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
Joseph Mason Mayfair Advisory Group Birmingham Not listed Percentage of assets, Fixed fees
Katherine McGinley Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Kyle Pugh Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Lee Banks Oakworth Asset Management Mobile Not listed Percentage of assets, Hourly
Lillian Henderson LBH Wealth Advisors Meridianville Not listed Percentage of assets, Hourly
Mark Callahan Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
Mary Benedict Heritage Road Advisors Fairhope Not listed Percentage of assets, Hourly
Michael Barnett Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Peyton Watts Timberchase Financial Homewood Not listed Percentage of assets, Fixed fees
Reginald Rhodes Legacy Wealth Management Group Dothan Not listed Percentage of assets
Renée Mrosowski Summit Group Retirement Planners Spanish Fort Not listed Percentage of assets, Hourly
Richard Mitchell Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Robert Arendall Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Robert Ryals Magnolia Wealth Management Dothan Not listed Percentage of assets, Hourly
Ross Walker Porter White Investment Advisors Birmingham Not listed Percentage of assets, Hourly
Roy Rumbley Ballast Wealth Birmingham Not listed Percentage of assets
Ryan Weiss Ballast Wealth Birmingham Not listed Percentage of assets
Samuel Haskell Colarion Mountain Brook Not listed Percentage of assets
Samuel Kirkpatrick Mayfair Advisory Group Birmingham Not listed Percentage of assets, Fixed fees
Scott Robinson Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
Skyler Trawick Money Management Services Birmingham Not listed Percentage of assets, Hourly
Tenzin Phuntsok Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
Thomas Iturbe Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Thomas Van Antwerp Mitchell, Mcleod, Pugh & Williams Mobile Not listed Percentage of assets, Hourly
Tracy Harlow Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
William Alexander Oakworth Asset Management Birmingham Not listed Percentage of assets, Hourly
William Gardner Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
William Gooding Mainsail Asset Management Birmingham Not listed Percentage of assets, Fixed fees
William Graham Aptus Capital Advisors Fairhope Not listed Percentage of assets, Fixed fees
Zachary Billante Timberchase Financial Homewood Not listed Percentage of assets, Fixed fees

Firms headquartered in Alabama (65)

All 65 firms in Alabama