TIMBERCHASE FINANCIAL, LLC
Hoover, AL
AUM
$280.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
205-980-7118
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AL
111 advisers found
STRAUSS FINANCIAL GROUP
Hoover, AL
AUM
$276.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(205) 967-9595
AUM
$275.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(615) 933-3314
WILKINS MILLER WEALTH MANAGEMENT, LLC
Mobile, AL
AUM
$257.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
251-410-6700
6TH STREET ADVISORS, LLC
Daphne, AL
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-422-3108
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(615) 656-3745
BLALOCK WILLIAMS, LLC
Alexander City, AL
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(256) 444-6256
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-932-3272
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
COLARION
Mountain Brook, AL
AUM
$188.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
205 410 9443
MAGNOLIA WEALTH MANAGEMENT LLC
Dothan, AL
AUM
$183.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(334) 699-4036
WALTON FINANCIAL
Birmingham, AL
AUM
$182.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(205) 871-0154
NAVIANT PARTNERS, LLC
Fairhope, AL
AUM
$177.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(251) 725-9977
RETIREMENT ADVISORS, INC.
Mobile, AL
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
251-344-0707
ATLAS
AL
AUM
$153.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-557-8713
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
Tuscaloosa, AL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-534-1310
AUM
$129.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
281-804-4392
PMD ADVISORY
Hoover, AL
AUM
$111.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
205-986-0060
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
INTELUS ADVISORY GROUP, LLC
Birmingham, AL
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
205-313-3590
COPE PRIVATE WEALTH
Birmingham, AL
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-223-3625
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
251-626-6292
LIPSCOMB INVESTMENT GROUP, LLC
Auburn, AL
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
334-826-1335
MOBILE BAY WEALTH MANAGEMENT, LLC
Mobile, AL
AUM
$69.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(251) 666-5000