KEEL POINT, LLC
Huntsville, AL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
256-704-5111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AL, HUNTSVILLE
13 advisers found
SMITH THORNTON ADVISORS, LLC
Huntsville, AL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-715-7715
AXIENT INVESTMENT ADVISORS LLC
Huntsville, AL
AUM
$454.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-980-1723
CLOUD INVESTMENTS, LLC
Huntsville, AL
AUM
$404.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
256-715-0094
LONGVIEW FINANCIAL ADVISORS, INC.
Huntsville, AL
AUM
$208.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
256-534-1196
INFINITY TAX & FINANCIAL PLANNING
Huntsville, AL
AUM
$100.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-527-4214
BRIGHTHAVEN FINANCIAL ADVISORS, LLC
Huntsville, AL
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
256-763-7386
SALIBA ASSET MANAGEMENT L.L.C.
Huntsville, AL
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-539-3965
COCHRANMICKELS RETIREMENT SPECIALISTS, LLC
Huntsville, AL
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
256-417-4870
CAPITAL STEWARDS, LLC
Huntsville, AL
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
256-864-3399
LIFEFIRST WEALTH, LLC
Huntsville, AL
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-207-8008
WOMACK & ASSOCIATES, LLC
Huntsville, AL
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; RETAINER FEES
256-534-1360
VAUGHAN FAMILY FINANCIAL
Huntsville, AL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-808-4476
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