Fee-OnlyFinder

Advisers in Dothan, AL

3 advisers in Dothan — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Capsouth Wealth Management2216 W. Main Street · Dothan, AL 36301 · (334) 673-8600 · Financial planningCRD 132517 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedLegacy Wealth Management Group, LLC214 Perry Avenue · Dothan, AL 36303 · (334) 792-6213 · Financial planningCRD 311361 · % of assets · $1.6 million AUMState registeredNo commissions reportedMagnolia Wealth Management LLC1535 Honeysuckle Road · Dothan, AL 36305 · (334) 699-4036 · Financial planningCRD 297598 · % of assets, Hourly charges · $183.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Dothan? 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.