Fee-OnlyFinder

Advisers in Auburn, AL

2 advisers in Auburn — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bright Investments, LLC570 Devall Drive, Suite 303 · Auburn, AL 36832 · (334) 321-2321 · % of assets managedCRD 269955 · % of assets · $151.5 million AUMSEC registeredNo commissions reportedLipscomb Investment Group, LLC2372 East University Drive, Unit 102 · Auburn, AL 36830 · (334) 826-1335 · Financial planningCRD 131869 · % of assets, Hourly charges, Fixed fees · $80.2 million AUMState registeredNo commissions reported
Talking to advisers in Auburn? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.