Fee-only financial advisors in Birmingham, Alabama
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Caleb Hopkins Navigate Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Dudley Simms BMSS Wesson Wealth Solutions Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Taylor Hart Steadmont Advisors Holds the CFP. Fees on file: ongoing planning fee.
- Jessica McDonald Southern Wealth Builders Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Scott Cole Cole Financial Planning and Wealth Management, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Duke Cope Cope Private Wealth Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 93
- Firms
- 29
- Hold the CFP
- 48%
- Other credentials: CFA 6% · ChFC 3%
- How they charge (of 92 with fees on file): percentage of assets 96% · fixed fees 71% · hourly 62% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Birmingham by what you need
Find an advisor in Alabama by fee, assets, or credential
Questions about fee-only advisors in Birmingham
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.
All 93 advisors in Birmingham
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Scott Cole | Cole Financial Planning and Wealth Management, Inc. | Birmingham | CFP, M.Div., MS | 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 |
| Taylor Hart | Steadmont Advisors | Birmingham | CFP | Ongoing planning fee |
| 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 |
| 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 |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | 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 |
| 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 |
| Tami McDonald | Brookstone Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Carl Grahs | Navigate Wealth Management | Birmingham | CFA | Percentage of assets |
| Donna Gordon | Wesban Financial Consultants, P.C. | Birmingham | CFP, RFP | Not listed |
| Gary Clark | Clark Planning & Investment Advisory | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Jesse Zora | Zora Financial | Birmingham | CFP | Percentage of assets, Fixed fees |
| 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 |
| Lisa Gamble | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Scott Walton | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Courtney Lankford | Milestone Investments Columbus | Birmingham | Not listed | Percentage of assets, Hourly |
| Dwight Reynolds | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Justin Tackett | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Michael Guilsher | Brookstone Wealth Management | Birmingham | Not listed | Percentage of assets, Hourly |
| 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 |
| Adam Jenkins | Southern Financial Group | Birmingham | CFP | Percentage of assets, Hourly |
| Andrew Brignac | Mainsail Asset Management | Birmingham | CFP | Percentage of assets, Fixed fees |
| Anna-Lena Kanter | Porter White Investment Advisors | Birmingham | CFP | Percentage of assets, Hourly |
| Ashley Tabb | Oakworth Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
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