TRUST ADVISORY GROUP LTD
Birmingham, AL
AUM
$313.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in AL
81 advisers found
BROOKLINE INVESTMENTS, INC.
Birmingham, AL
AUM
$281.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-263-2332
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
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
APPROACH RETIREMENT ADVISORS, LLC
Birmingham, AL
AUM
$227.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(205) 588-8637
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
SOUTHERN CAPITAL SERVICES INC
Daphne, AL
AUM
$192.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
251-626-1140
COLARION
Mountain Brook, AL
AUM
$188.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
205 410 9443
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
BHK SECURITIES, LLC
Birmingham, AL
AUM
$128.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
205-322-2025
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
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
DMC WEALTH MANAGEMENT, LLC
Birmingham, AL
AUM
$65.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
205-431-3500
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
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
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
561-460-2870
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
GULF COAST FINANCIAL ADVISORS
Fairhope, AL
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-327-2124
WRS FINANCIAL SERVICES, L.L.C.
Tuscaloosa, AL
AUM
$30.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
205-345-5860
KROWTEN EQUITIES
Birmingham, AL
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
205-515-2200