What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Alabama area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Alabama Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Harvey A. Hutchinson
J.D., CFP®
Brown Financial Advisory
Fairhope, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fairhope, AL, serving clients locally and across the country
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Huntsville, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
D. Scott McLeod
CFP®, ChFC®, RLP®
Brown Financial Advisory
Fairhope, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Creating a roadmap to help you achieve financial success is the cornerstone of what we do.
Eric McClain
CFP®
Approach Retirement Advisors, LLC
Vestavia, AL
Specialties: Simplifying your investments, Making sure you don't run out of money, Taking the bite out of taxes, Company Stock in Retirement Plan
Smart, Tax-Efficient Retirement Planning And Investing. Fee-Only Retirement Planner, located in Vestavia, AL, & Pensacola, FL.
Brian Hinson
CFP®, CPA/PFS, ChFC®
Savant Wealth Management
Huntsville, AL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Patti Black
CFP®, CSA®
Savant Wealth Management
Birmingham, AL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Rebecca Yerby
CFP®
four10 planning
Vestavia Hills, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving, College Education Planning, Tax Planning, Project Based Hourly Planning
Fee-Only financial planner located in Vestavia Hills, AL, serving clients locally and across the country
Bryan Hancock
CFP®, MBA
Timberchase Financial
Hoover, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance and Asset Protection, Estate and Legacy Planning, Tax Planning, Wealth Management, College Education Planning, Loss of Spouse and Divorce
Timberchase Financial is a fee-only wealth management and financial planning firm in Hoover, Alabama, proudly holding to a fiduciary standard.
Katie Lenz
CFP®
Timberchase Financial
Hoover, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance and Asset Protection, Estate and Legacy Planning, Tax Planning, Wealth Management, College Education Planning, Loss of Spouse and Divorce
Timberchase Financial is a fee-only wealth management and financial planning firm in Hoover, Alabama, proudly holding to a fiduciary standard.
Josh Lancaster
CFA®
Brown Financial Advisory
Fairhope, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fairhope, AL, serving clients locally and across the country
Mariza (Mu-Tin) Wultsch
MBA, CFP®
Brown Financial Advisory
Fairhope, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fairhope, AL, serving clients locally and across the country
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Huntsville, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Chad Holmes
CFP®, CPA, CPWA®, CRPS™®
Formula Wealth
Fairhope, AL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Savings Planning, Risk Management, Family Stewardship, Distribution Strategies, Estate & Generational Planning
Serving baby boomers with their parents in order to minimize taxes across two generations and make the inheritance process most efficient.
Edward Kerns
CFP®, CDFA®
FOOTLAMP FINANCIAL
Opelika, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Solving TIAA complexity
I am a flat-fee retirement income planner to clients in East Alabama, metro Atlanta, and virtually across the country. I specialize in serving age 50+ clients in or near retirement and meeting the unique needs of higher education professionals.
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Huntsville, AL
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.
Jessica McDonald
CFP®, SE-AWMA™
Southern Wealth Builders
Birmingham, AL
Specialties: Personalized Financial Planning, Investment Portfolio Diversification, Retirement Planning, Tax Optimization Strategies, Risk Management, Education and Asset Allocation, Cash Flow Management
Build wealth with a financial planner serving Alabama’s business and athletic communities. Meetings are virtual so that we can serve clients across the south and across the country.
Jeffrey McCormack
CFP®, MA
Savant Wealth Management
Birmingham, AL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Erik Buatte
CRPC™
LifeFirst Wealth
Huntsville, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Stock Option Planning, Early Retirement, College Education Planning, Career Change Planning, Hourly Planning
I help highly successful individuals and families not just build wealth, but experience it!
Tyler Moore
CPA/PFS, CFP®
Timberchase Financial
Hoover, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Insurance and Asset Protection, Estate and Legacy Planning, Tax Planning, Wealth Management, College Education Planning, Loss of Spouse and Divorce
Timberchase Financial is a fee-only wealth management and financial planning firm in Hoover, Alabama, proudly holding to a fiduciary standard.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
