# Fee-only financial advisors in Birmingham, Alabama > Start with a fee-only advisor in Birmingham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Caleb Hopkins of Navigate Wealth Management, Dudley Simms of BMSS Wesson Wealth Solutions and Taylor Hart of Steadmont Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/alabama/birmingham/ 93 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Birmingham? Start with a fee-only advisor in Birmingham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Caleb Hopkins of Navigate Wealth Management, Dudley Simms of BMSS Wesson Wealth Solutions and Taylor Hart of Steadmont Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Birmingham are there? The Wellspent public graph lists 93 fee-only advisors in Birmingham, at 29 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Birmingham focus on? The most common focus among fee-only advisors in Birmingham is retirement planning (30), followed by family wealth transfer (16) and estate planning (15). Advisors can list more than one. ## How do fee-only advisors in Birmingham charge? The most common fee among fee-only advisors in Birmingham is a percentage of assets, used by 96% of the 92 with fees on file. Many use more than one: 71% charge fixed fees and 62% charge by the hour. ## How many fee-only advisors in Birmingham hold the CFP? 48% of the 93 fee-only advisors in Birmingham hold the CFP certification, based on the credentials listed on each record. ## Does Alabama tax income on top of federal tax? Yes. Alabama has a state income tax, so a financial plan for a Alabama resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Birmingham? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Eric McClain](https://find.wellspent.co/advisors/eric-mcclain.md) | Approach Retirement Advisors, LLC | Birmingham, Alabama | CFP, JD, MBA | Percentage of assets, Hourly | | [Jessica McDonald](https://find.wellspent.co/advisors/jessica-mcdonald.md) | Southern Wealth Builders | Birmingham, Alabama | CFP, MS | Ongoing planning fee, Percentage of assets | | [Robert Eifert](https://find.wellspent.co/advisors/robert-eifert.md) | Cahaba Wealth Management, Inc. | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Scott Cole](https://find.wellspent.co/advisors/scott-cole.md) | Cole Financial Planning and Wealth Management, Inc. | Birmingham, Alabama | CFP, M.Div., MS | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Dudley Simms](https://find.wellspent.co/advisors/dudley-simms.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Duke Cope](https://find.wellspent.co/advisors/duke-cope.md) | Cope Private Wealth | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Felix Tankersley](https://find.wellspent.co/advisors/felix-tankersley.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Brooks](https://find.wellspent.co/advisors/jonathan-brooks.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Mark Wesson](https://find.wellspent.co/advisors/mark-wesson.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Cope](https://find.wellspent.co/advisors/robert-cope.md) | Cope Private Wealth | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Taylor Hart](https://find.wellspent.co/advisors/taylor-hart.md) | Steadmont Advisors | Birmingham, Alabama | CFP | Ongoing planning fee | | [Caleb Hopkins](https://find.wellspent.co/advisors/caleb-hopkins.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets | | [Derrell Crimm](https://find.wellspent.co/advisors/derrell-crimm.md) | Walton Financial | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [James Burnett](https://find.wellspent.co/advisors/james-burnett.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Jonathan Fargason](https://find.wellspent.co/advisors/jonathan-fargason.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Mary Livingston](https://find.wellspent.co/advisors/mary-livingston.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets | | [Steven Lind](https://find.wellspent.co/advisors/steven-lind.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets | | [Ashley Crawford](https://find.wellspent.co/advisors/ashley-crawford.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Blake May](https://find.wellspent.co/advisors/blake-may.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [John Imbusch](https://find.wellspent.co/advisors/john-imbusch.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Kaylan Adams](https://find.wellspent.co/advisors/kaylan-adams.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Kyle Whittington](https://find.wellspent.co/advisors/kyle-whittington.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Madison Caswell](https://find.wellspent.co/advisors/madison-caswell.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Heard](https://find.wellspent.co/advisors/matthew-heard.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Perrin Jones](https://find.wellspent.co/advisors/perrin-jones.md) | BMSS Wesson Wealth Solutions | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Tami McDonald](https://find.wellspent.co/advisors/tami-mcdonald.md) | Brookstone Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Grahs](https://find.wellspent.co/advisors/carl-grahs.md) | Navigate Wealth Management | Birmingham, Alabama | CFA | Percentage of assets | | [Donna Gordon](https://find.wellspent.co/advisors/donna-gordon.md) | Wesban Financial Consultants, P.C. | Birmingham, Alabama | CFP, RFP | | | [Gary Clark](https://find.wellspent.co/advisors/gary-clark.md) | Clark Planning & Investment Advisory | Birmingham, Alabama | CFP, ChFC | Percentage of assets, Hourly | | [Jesse Zora](https://find.wellspent.co/advisors/jesse-zora.md) | Zora Financial | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Amy Drinkard](https://find.wellspent.co/advisors/amy-drinkard.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Breland Booth](https://find.wellspent.co/advisors/breland-booth.md) | Booth Financial Planning | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Margaret Dunn](https://find.wellspent.co/advisors/margaret-dunn.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Tyler Decker](https://find.wellspent.co/advisors/tyler-decker.md) | Steadmont Advisors | Birmingham, Alabama | | Ongoing planning fee | | [Wil Dedmon](https://find.wellspent.co/advisors/wil-dedmon.md) | Krowten Equities | Birmingham, Alabama | CFA | Percentage of assets | | [John Kirby](https://find.wellspent.co/advisors/john-kirby.md) | DreamWork Financial Group | Birmingham, Alabama | | Percentage of assets, Ongoing planning fee | | [Lisa Gamble](https://find.wellspent.co/advisors/lisa-gamble.md) | Walton Financial | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Reuben Stewart](https://find.wellspent.co/advisors/reuben-stewart.md) | Navigate Wealth Management | Birmingham, Alabama | | Percentage of assets | | [Scott Walton](https://find.wellspent.co/advisors/scott-walton.md) | Walton Financial | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Courtney Lankford](https://find.wellspent.co/advisors/courtney-lankford.md) | Milestone Investments Columbus | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Dwight Reynolds](https://find.wellspent.co/advisors/dwight-reynolds.md) | Brookstone Wealth Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Justin Tackett](https://find.wellspent.co/advisors/justin-tackett.md) | Brookstone Wealth Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Michael Guilsher](https://find.wellspent.co/advisors/michael-guilsher.md) | Brookstone Wealth Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Tonya Williams](https://find.wellspent.co/advisors/tonya-williams.md) | Brookstone Wealth Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Jenny Clark](https://find.wellspent.co/advisors/jenny-clark.md) | Clark Planning & Investment Advisory | Birmingham, Alabama | | Percentage of assets, Hourly | | [Ross Kennedy](https://find.wellspent.co/advisors/ross-kennedy.md) | Zora Financial | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Adam Jenkins](https://find.wellspent.co/advisors/adam-jenkins.md) | Southern Financial Group | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Brignac](https://find.wellspent.co/advisors/andrew-brignac.md) | Mainsail Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Anna-Lena Kanter](https://find.wellspent.co/advisors/anna-lena-kanter.md) | Porter White Investment Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Ashley Tabb](https://find.wellspent.co/advisors/ashley-tabb.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Caroline Gayle](https://find.wellspent.co/advisors/caroline-gayle.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [David Carroll](https://find.wellspent.co/advisors/david-carroll-4666874.md) | Fairvoy Private Wealth | Birmingham, Alabama | CFP | Percentage of assets | | [David Clark](https://find.wellspent.co/advisors/david-clark-2808694.md) | DMC Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [David Kassouf](https://find.wellspent.co/advisors/david-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Rice](https://find.wellspent.co/advisors/donald-rice.md) | Money Management Services | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Gerard Kassouf](https://find.wellspent.co/advisors/gerard-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [John Hensley](https://find.wellspent.co/advisors/john-hensley.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Kara Wingard](https://find.wellspent.co/advisors/kara-wingard.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Martin](https://find.wellspent.co/advisors/katherine-martin.md) | Cahaba Wealth Management | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees | | [Matthew Satterfield](https://find.wellspent.co/advisors/matthew-satterfield.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Pike](https://find.wellspent.co/advisors/michelle-pike.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Schilli](https://find.wellspent.co/advisors/peter-schilli.md) | Southern Financial Group | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Maund](https://find.wellspent.co/advisors/robert-maund.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Shannon Pike](https://find.wellspent.co/advisors/shannon-pike.md) | Kassouf Wealth Advisors | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Davis](https://find.wellspent.co/advisors/stephen-davis.md) | Fairvoy Private Wealth | Birmingham, Alabama | CFP, ChFC | Percentage of assets | | [Tyler Busby](https://find.wellspent.co/advisors/tyler-busby.md) | Oakworth Asset Management | Birmingham, Alabama | CFP | Percentage of assets, Hourly, Fixed fees | | [Goodloe White](https://find.wellspent.co/advisors/goodloe-white.md) | Porter White Investment Advisors | Birmingham, Alabama | CFA | Percentage of assets, Hourly, Fixed fees | | [Graham Campbell](https://find.wellspent.co/advisors/graham-campbell.md) | Tabula Rasa Advisors | Birmingham, Alabama | PFS | Percentage of assets | | [Jerry Callahan](https://find.wellspent.co/advisors/jerry-callahan.md) | Tabula Rasa Advisors | Birmingham, Alabama | PFS | Percentage of assets | | [Jonathan Kassouf](https://find.wellspent.co/advisors/jonathan-kassouf.md) | Kassouf Wealth Advisors | Birmingham, Alabama | PFS | Percentage of assets, Hourly, Fixed fees | | [William Parsons](https://find.wellspent.co/advisors/william-parsons.md) | Mainsail Asset Management | Birmingham, Alabama | PFS | Percentage of assets, Fixed fees, Performance-based fees | | [Alma Maric](https://find.wellspent.co/advisors/alma-maric.md) | Fairvoy Private Wealth | Birmingham, Alabama | | Percentage of assets | | [Andrew Rice](https://find.wellspent.co/advisors/andrew-rice.md) | Money Management Services | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Ashley Davis](https://find.wellspent.co/advisors/ashley-davis.md) | Fairvoy Private Wealth | Birmingham, Alabama | | Percentage of assets | | [Audrea Robbins](https://find.wellspent.co/advisors/audrea-robbins.md) | Money Management Services | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Charles Smith](https://find.wellspent.co/advisors/charles-smith-4609881.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Christopher Cooper](https://find.wellspent.co/advisors/christopher-cooper.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Claudia Johnston](https://find.wellspent.co/advisors/claudia-johnston.md) | Fairvoy Private Wealth | Birmingham, Alabama | | Percentage of assets | | [David Wiggins](https://find.wellspent.co/advisors/david-wiggins.md) | Money Management Services | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Jadie Burney III](https://find.wellspent.co/advisors/jadie-burney-iii.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [James White](https://find.wellspent.co/advisors/james-white.md) | Porter White Investment Advisors | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Janet Ball](https://find.wellspent.co/advisors/janet-ball.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [John Norris](https://find.wellspent.co/advisors/john-norris.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Joseph Mason](https://find.wellspent.co/advisors/joseph-mason.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Ross Walker](https://find.wellspent.co/advisors/ross-walker.md) | Porter White Investment Advisors | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Roy Rumbley](https://find.wellspent.co/advisors/roy-rumbley.md) | Ballast Wealth | Birmingham, Alabama | | Percentage of assets | | [Ryan Weiss](https://find.wellspent.co/advisors/ryan-weiss.md) | Ballast Wealth | Birmingham, Alabama | | Percentage of assets | | [Samuel Kirkpatrick](https://find.wellspent.co/advisors/samuel-kirkpatrick.md) | Mayfair Advisory Group | Birmingham, Alabama | | Percentage of assets, Fixed fees | | [Scott Robinson](https://find.wellspent.co/advisors/scott-robinson.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Skyler Trawick](https://find.wellspent.co/advisors/skyler-trawick.md) | Money Management Services | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [Tracy Harlow](https://find.wellspent.co/advisors/tracy-harlow.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [William Alexander](https://find.wellspent.co/advisors/william-alexander-7536647.md) | Oakworth Asset Management | Birmingham, Alabama | | Percentage of assets, Hourly, Fixed fees | | [William Gooding](https://find.wellspent.co/advisors/william-gooding.md) | Mainsail Asset Management | Birmingham, Alabama | | Percentage of assets, Fixed fees, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).