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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AL
143 advisers found
CAPSTONE WEALTH ADVISORS, LLC
Andalusia, AL
AUM
$13.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
334-222-3087
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
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
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
RWC WEALTH MANAGEMENT, INC.
Montgomery, AL
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
334-440-6259
LAMONT TRADING ADVISORS, INC.
Huntsville, AL
AUM
$2.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
256-850-4161
LEGACY WEALTH MANAGEMENT GROUP, LLC
Dothan, AL
AUM
$1.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
334-792-6213
HALCYON PROFESSIONAL ADVISORS
Cullman, AL
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
256-734-7211
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
212-951-1478
Full profileNo website
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
ARAGON FAMILY OFFICE LLC
Homewood, AL
AUM
$112.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
719-244-4814
Full profileNo website
FINANCIAL ECONOMICS CONSULTING GROUP, INC.
Tuscaloosa, AL
AUM
$82.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
205-345-0934
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
ATLANTES FINANCIAL ADVISORS
Fairhope, AL
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-928-1616
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
GATEWAY WEALTH MANAGEMENT, LLC
Guntersville, AL
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
256-582-5500
Full profileNo website
MCNARON GROUP, INC.
Anniston, AL
AUM
$20.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
256-237-5817
Full profileNo website
KAIROS ASSET ADVISORY, LLC
Mobile, AL
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-840-7595
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
GRANT FINANCIAL GROUP
Elberta, AL
AUM
$17.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
251-943-6355
Full profileNo website
BWB ADVISORY GROUP
Enterprise, AL
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
334-347-9509
Full profileNo website
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