Financial advisors for estate planning in Alabama
Which financial advisor should I talk to about estate planning in Alabama?
For estate planning in Alabama, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Chad Holmes of Formula Wealth, Eric McClain of Approach Retirement Advisors, LLC and Robert Allan of Welon.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chad Holmes Formula Wealth, Fairhope Holds the CFP and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Eric McClain Approach Retirement Advisors, LLC, Birmingham Holds the CFP and JD. Fees on file: percentage of assets, hourly.
- Robert Allan Welon, Montgomery Holds the CFP. Fees on file: percentage of assets, hourly.
- Zeke Anders Planalto Financial LLC, Huntsville Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Derrell Crimm Walton Financial, Birmingham Holds the CFP. Fees on file: percentage of assets, hourly.
- David Hinshaw BMSS Wesson Wealth Solutions, Huntsville Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Alabama work on estate planning?
The Wellspent public graph lists 28 fee-only advisors for estate planning in Alabama, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Alabama located?
Of the 28 fee-only advisors for estate planning in Alabama, 15 are in Birmingham, followed by 5 in Huntsville and 2 in Alexander City.
Plus 3 in other cities.
How do fee-only advisors for estate planning in Alabama charge?
The most common fee among fee-only advisors for estate planning in Alabama is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 79% charge by the hour and 71% charge fixed fees.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP, JD and CPA. In Alabama, 57% of the 28 advisors listed hold the CFP.
- CFP57% in Alabama
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD4% in Alabama
- A law degree helps a planner read trusts and documents closely.
- CPA4% in Alabama
- CPAs help with estate and gift tax filings.
How do Alabama advisors for estate planning compare with the rest of the US?
79% of fee-only advisors for estate planning in Alabama charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Alabama. Light bars are all US advisors for estate planning.
Does Alabama have an estate or inheritance tax?
No. Alabama has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Alabama?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in Alabama?
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 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator | Formula Wealth | Fairhope | CFP, CPA | Flat fee or retainer, One-time planning fee |
| Zeke Anders | Planalto Financial LLC | Huntsville | CFP | Flat fee or retainer, Hourly |
| Eric McClain | Approach Retirement Advisors, LLC | Birmingham | CFP, JD, MBA | Percentage of assets, Hourly |
| Robert Eifert | Cahaba Wealth Management, Inc. | Birmingham | CFP | Percentage of assets, Fixed fees |
| Bryan Hancock | Timberchase Financial, LLC | Hoover | CFP, MBA | Percentage of assets, Fixed fees |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| David Hinshaw | BMSS Wesson Wealth Solutions | Huntsville | CFP | 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 |
| Devereaux Williams | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| John Blalock | Blalock Williams | Alexander City | CFP | Percentage of assets, Fixed fees |
| Robert Allan | Welon | Montgomery | CFP, CFA | Percentage of assets, Hourly |
| Derrell Crimm | Walton Financial | Birmingham | CFP | Percentage of assets, Hourly |
| Nicholette Hamel | Dougherty Investment Advisors | Pinson | Not listed | Percentage of assets, Hourly |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| John Steiner | Welon | Montgomery | CFA | Percentage of assets, Hourly |
| Joseph Lawrence | ARIA Wealth Management | Huntsville | Not listed | Percentage of assets, Hourly |
| Kaylan Adams | BMSS Wesson Wealth Solutions | Birmingham | Not listed | 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 |
| Lester Brol | Brol Capital Management | Hampton Cove | CFA | Percentage of assets, Hourly |
| Terry Rogers | Verus Capital Partners | Huntsville | Not listed | Percentage of assets, Hourly |
| Lisa Gamble | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
| Scott Walton | Walton Financial | Birmingham | Not listed | Percentage of assets, Hourly |
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