WESBAN FINANCIAL CONSULTANTS, P.C.
Birmingham, AL
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(205) 995-7778
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
82 advisers found
ONEASCENT CAPITAL
Birmingham, AL
AUM
$55.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2058471343
DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC
Birmingham, AL
AUM
$55.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-877-4512
BOOTH FINANCIAL
Birmingham, AL
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
205-438-7573
TABULA RASA ADVISORS, LLC
Birmingham, AL
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
205-323-5440
KROWTEN EQUITIES
Birmingham, AL
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
205-515-2200
THE MCGRIFF ALLIANCE
Birmingham, AL
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
205-991-4448
STOCKBRIDGE WEALTH PARTNERS
Birmingham, AL
AUM
$19.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(205) 201-1593
CAH ADVISORS, LLC
Birmingham, AL
AUM
$16.1M
Fee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Hourly charges; Fixed fees
346-388-1221
DREAMWORK FINANCIAL GROUP
Birmingham, AL
AUM
$13.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(205)379-1049
CLARK PLANNING & INVESTMENT ADVISORY
Birmingham, AL
AUM
$10.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
205-981-1120
NORTH RIVER GROUP, LLC
Birmingham, AL
AUM
$3.0M
Team
1 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
205-292-6000
FNBB CAPITAL MARKETS, LLC
Birmingham, AL
AUM
—
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
PERCENTAGE OF THE MARKET VALUE OF THE PLAN ASETS
205-262-2522
ONEASCENT INVESTMENT SOLUTIONS, LLC
Birmingham, AL
AUM
$987.2M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM
2053139142
Full profileNo website
BIRMINGHAM CAPITAL MANAGEMENT CO INC
Birmingham, AL
AUM
$273.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
205-967-7062
Full profileNo website
SUTTON FINANCIAL GROUP
Birmingham, AL
AUM
$75.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
205-540-1119
Full profileNo website
GREEN FINANCIAL MANAGEMENT, LLC
Birmingham, AL
AUM
$55.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(205) 423-5260
Full profileNo website
Full profileNo website
FIDELIS CAPITAL, LLC
Birmingham, AL
AUM
$18.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205.578.0592
Full profileNo website
LEGACY CAPITAL PARTNERS LLC
Birmingham, AL
AUM
$2.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
2054828296
Full profileNo website