Fee-OnlyFinder

Advisers in Homewood, AL

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

All advisers

Aragon Capital, LLC3036 Independence Drive · Homewood, AL 35209 · (719) 244-4814 · % of assets managedCRD 337597 · % of assets · $112.0 million AUMSEC registeredNo commissions reportedPark Place Capital Corporation2728 19th Place S, Suite 160 · Homewood, AL 35209 · (800) 459-9084 · Financial planningCRD 107952 · % of assets, Hourly charges, Fixed fees · $879.2 million AUMSEC registeredNo commissions reportedTimberchase Financial, LLC3310 Independence Drive · Homewood, AL 35209 · (205) 980-7118 · Financial planningCRD 131205 · % of assets, Fixed fees · $280.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Homewood? 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.