Fee-OnlyFinder

Financial planning in Birmingham, AL

34 advisers in Birmingham offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 34

Anderson 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 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 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 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 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 reported
Intelus 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 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 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 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 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 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