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Advisers in Birmingham, AL

49 advisers in Birmingham — 49 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (34)Hourly fees (27)Flat / fixed fees (29)Retirement plan consulting (17)

All advisers

Anderson Asset Management2101 Highland Avenue S., Suite 220 · Birmingham, AL 35205 · (205) 453-0225 · % of assets managedCRD 155516 · % of assets, Performance-based fees · $68.4 million AUMState registeredNo commissions reportedAnderson Growth Partners, LLC2 Metroplex Drive, Suite 102 · Birmingham, AL 35209 · (205) 909-0950 · Financial planningCRD 138600 · % of assets, Fixed fees, Performance-based fees · $1.0 billion AUMSEC registeredNo commissions reportedApproach Retirement Advisors, LLC3928 Cypress Drive, Suite 150 · Birmingham, AL 35243 · (205) 588-8637 · Hourly feesCRD 166221 · % of assets, Hourly charges · $227.5 million AUMSEC registeredNo commissions reportedBhk Investment Advisors2200 Lakeshore Drive, Suite 250 · Birmingham, AL 35209 · (205) 322-2025 · Flat / fixed feesCRD 140515 · % of assets, Fixed fees · $794.1 million AUMSEC registeredNo commissions reportedBirmingham Capital Management CO INC2 Perimeter Park South, Suite 235-East · Birmingham, AL 35243 · (205) 967-7062 · % of assets managedCRD 108508 · % of assets · $273.6 million AUMSEC registeredNo commissions reportedBmss Wesson Wealth Solutions3500 Colonnade Parkway, Suite 150 · Birmingham, AL 35243 · (205) 982-5555 · Financial planningCRD 282792 · % of assets, Hourly charges, Fixed fees · $704.0 million AUMSEC registeredNo commissions reportedBonaventure Capital, LLC820 Shades Creek Pkwy., Ste. 1200 · Birmingham, AL 35209 · (205) 775-7971 · % of assets managedCRD 120780 · % of assets, Performance-based fees · $493.8 million AUMSEC registeredNo commissions reportedBooth Financial2271 Valleydale Rd., Suite 305 · Birmingham, AL 35244 · (205) 438-7573 · Financial planningCRD 289972 · % of assets, Fixed fees · $43.3 million AUMState registeredNo commissions reportedBrookline Investments, INC.2830 Cahaba Road, Suite 100 · Birmingham, AL 35223 · (205) 263-2332 · % of assets managedCRD 109239 · % of assets, Performance-based fees, Other · $281.5 million AUMSEC registeredNo commissions reportedClark Planning & Investment Advisory1900 Providence Park, Suite 200 · Birmingham, AL 35242 · (205) 981-1120 · Financial planningCRD 123020 · % of assets, Hourly charges · $10.7 million AUMState registeredNo commissions reported
Cook & Bynum Capital Management, LLC2830 Cahaba Road · Birmingham, AL 35223 · (205) 994-2815 · % of assets managedCRD 149454 · % of assets, Performance-based fees · $359.8 million AUMSEC registeredNo commissions reportedCope Private Wealth2000 Southbridge Parkway, Suite 625 · Birmingham, AL 35209 · (205) 223-3625 · Financial planningCRD 309351 · % of assets, Hourly charges, Fixed fees · $88.0 million AUMState registeredNo commissions reportedDiversified Global Investment Strategies, LLC3 Office Park Circle, Suite 240 · Birmingham, AL 35223 · (205) 877-4512 · Financial planningCRD 292000 · % of assets, Hourly charges, Fixed fees · $55.0 million AUMState registeredNo commissions reportedDmc Wealth Management, LLC2101 Highland Avenue South, Suite 220 · Birmingham, AL 35205 · (205) 431-3500 · Financial planningCRD 299804 · % of assets, Hourly charges, Fixed fees · $65.9 million AUMState registeredNo commissions reportedDreamwork Financial Group420 20th St N, Suite 2200 · Birmingham, AL 35203 · (205) 379-1049 · Financial planningCRD 175336 · % of assets, Fixed fees · $13.4 million AUMState registeredNo commissions reportedEversource Wealth Advisors, LLC3500 Colonnade Parkway, Suite 150 · Birmingham, AL 35243 · (205) 982-5515 · Financial planningCRD 286340 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedFairvoy Private Wealth, LLCOne Perimeter Park South, Suite 300 S · Birmingham, AL 35243 · (205) 578-6250 · Financial planningCRD 329636 · % of assets · $605.1 million AUMSEC registeredNo commissions reportedFidelis Capital, LLC820 Shades Creek Pkwy., Ste. 1200 · Birmingham, AL 35209 · (205) 578-0592 · % of assets managedCRD 141341 · % of assets, Performance-based fees · $18.3 million AUMSEC registeredNo commissions reportedGreen Financial Management, LLC2850 Cahaba Road, Suite 230 · Birmingham, AL 35223 · (205) 423-5260 · % of assets managedCRD 166135 · % of assets · $55.5 million AUMState registeredNo commissions reportedGreybox Investments2301 Morris Avenue, Suite 105 · Birmingham, AL 35203 · (205) 703-0900 · Hourly feesCRD 174077 · % of assets, Hourly charges · $176.7 million AUMSEC registeredNo commissions reportedIntelus Advisory Group, LLC1014 Edenton St · Birmingham, AL 35242 · (205) 313-3590 · Financial planningCRD 310180 · % of assets, Hourly charges, Fixed fees · $89.4 million AUMState registeredNo commissions reportedJohnson Sterling, INC.820 Shades Creek Parkway, Suite 3200 · Birmingham, AL 35209 · (205) 871-9940 · Hourly feesCRD 106379 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedKassouf Wealth Advisors, LLC2101 Highland Avenue South, Suite 650 · Birmingham, AL 35205 · (205) 776-0100 · Financial planningCRD 122683 · % of assets, Hourly charges, Fixed fees · $471.3 million AUMSEC registeredNo commissions reportedKrowten Equities2 Metroplex Drive, Suite 235 · Birmingham, AL 35209 · (205) 515-2200 · Financial planningCRD 319504 · % of assets · $25.7 million AUMState registeredNo commissions reportedLanark Financial, INC.1927 First Avenue North · Birmingham, AL 35203 · (800) 521-9390 · Financial planningCRD 17870 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedLegacy Capital Partners LLC2003 Bluestone Cir · Birmingham, AL 35242 · (205) 482-8296 · Financial planningCRD 340870 · % of assets, Hourly charges, Other · $920,000 AUMState registeredNo commissions reportedMainsail Asset Management, LLC2229 1st Ave. S., Suite 225 · Birmingham, AL 35233 · (205) 536-7776 · Financial planningCRD 128373 · % of assets, Fixed fees, Performance-based fees · $598.8 million AUMSEC registeredNo commissions reportedMayfair Advisory Group, LLC110 Office Park Drive, Suite 220 · Birmingham, AL 35223 · (205) 395-6970 · Financial planningCRD 304668 · % of assets, Fixed fees · $806.4 million AUMSEC registeredNo commissions reportedMeld Financial, INC.3008 Pump House Rd. · Birmingham, AL 35243 · (205) 967-4200 · Financial planningCRD 118896 · % of assets, Hourly charges, Fixed fees · $776.4 million AUMSEC registeredNo commissions reportedMfp, LLC2550 Acton Road, Suite 210 · Birmingham, AL 35243 · (205) 977-9045 · % of assets managedCRD 140634 · % of assets · $40.0 million AUMState registeredNo commissions reportedMoney Management Services INC3410 Independence Drive · Birmingham, AL 35209 · (205) 871-7526 · Financial planningCRD 106832 · % of assets, Hourly charges, Fixed fees · $442.7 million AUMSEC registeredNo commissions reportedNavigate Wealth Management, LLC2850 19th Street South, Suite 350 · Birmingham, AL 35209 · (205) 224-9500 · Financial planningCRD 173770 · % of assets, Hourly charges, Fixed fees · $429.6 million AUMSEC registeredNo commissions reportedOakworth Asset Management, LLC850 Shades Creek Parkway, Suite 200 · Birmingham, AL 35209 · (205) 263-4700 · Financial planningCRD 335388 · % of assets, Hourly charges, Fixed fees · $846.3 million AUMSEC registeredNo commissions reportedOneascent Family Offices100 Grandview Place, Suite 200 · Birmingham, AL 35243 · (205) 313-9142 · Financial planningCRD 323305 · % of assets, Hourly charges, Fixed fees · $544.5 million AUMSEC registeredNo commissions reportedOneascent Financial Services LLC100 Grandview Place, Suite 200 · Birmingham, AL 35243 · (205) 313-9142 · Financial planningCRD 284549 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedOneascent Investment Solutions, LLC23 Iverness Parkway, Suite 100 · Birmingham, AL 35242 · (205) 313-9142 · % of assets managedCRD 285512 · % of assets · $987.2 million AUMSEC registeredNo commissions reportedOneascent Wealth Management100 Grandview Place · Birmingham, AL 35243 · (205) 313-9142 · Financial planningCRD 308057 · % of assets, Hourly charges, Fixed fees · $475.6 million AUMSEC registeredNo commissions reportedPorter White Investment Advisors, INC.1927 1st Avenue North, 10th Floor · Birmingham, AL 35203 · (205) 252-3681 · Financial planningCRD 110876 · % of assets, Hourly charges, Fixed fees · $748.2 million AUMSEC registeredNo commissions reportedSouthern Financial Group, LLC700 Corporate Parkway · Birmingham, AL 35242 · (205) 383-1415 · Financial planningCRD 142644 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSteadmont Advisors, LLC2204 Lakeshore Drive, Suite 100 · Birmingham, AL 35209 · (205) 721-7005 · Financial planningCRD 328882 · % of assets · $430.7 million AUMSEC registeredNo commissions reportedStockbridge Wealth Partners1 Metroplex Dr., Ste 120 · Birmingham, AL 35209 · (205) 201-1593 · % of assets managedCRD 293465 · % of assets · $19.2 million AUMState registeredNo commissions reportedStonex Advisors INC.2 Perimeter Park South, Suite 500 West · Birmingham, AL 35243 · (800) 292-2411 · Financial planningCRD 174182 · % of assets, Hourly charges, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedSutton Financial Group2075 Columbiana Road, Suite 1 · Birmingham, AL 35216 · (205) 540-1119 · Financial planningCRD 307351 · % of assets · $75.5 million AUMState registeredNo commissions reportedTabula Rasa Advisors, LLC110 Office Park Drive, Suite # 100 · Birmingham, AL 35223 · (205) 323-5440 · Financial planningCRD 298184 · % of assets · $32.7 million AUMState registeredNo commissions reportedThe Welch Group, LLC3940 Montclair Rd, Fifth Floor · Birmingham, AL 35213 · (205) 879-5001 · Financial planningCRD 111273 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedTrust Advisory Group LTD2 Perimeter Park South, Suite 500 West · Birmingham, AL 35243 · (800) 292-2411 · Financial planningCRD 106926 · % of assets, Hourly charges, Fixed fees · $313.5 million AUMSEC registeredNo commissions reportedVulcan Value Partners LLCThree Protective Center, 2801 Highway 280 South, Ste 300 · Birmingham, AL 35223 · (205) 803-1582 · % of assets managedCRD 151190 · % of assets, Performance-based fees, Other · $6.1 billion AUMSEC registeredNo commissions reportedWalton Financial2564 18th Street South · Birmingham, AL 35209 · (205) 871-0154 · Financial planningCRD 331634 · % of assets, Hourly charges, Fixed fees · $182.9 million AUMSEC registeredNo commissions reportedWaverly Advisors, LLC600 University Park Place, Suite 501 · Birmingham, AL 35209 · (205) 871-3334 · Financial planningCRD 115332 · % of assets, Hourly charges, Fixed fees · $29.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Birmingham? 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.