Fee-OnlyFinder

Advisers in Huntsville, AL

13 advisers in Huntsville — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (11)Flat / fixed fees (11)% of assets managed (12)Retirement plan consulting (5)

All advisers

Axient Investment Advisors LLC403 Madison St Se, 2nd FL · Huntsville, AL 35801 · (256) 980-1723 · Financial planningCRD 336722 · % of assets, Hourly charges, Fixed fees · $454.0 million AUMSEC registeredNo commissions reportedBrighthaven Financial Advisors200 Russell Street Ne, Ste 300 · Huntsville, AL 35801 · (256) 763-7386 · Financial planningCRD 318730 · % of assets, Hourly charges, Fixed fees · $106.6 million AUMState registeredNo commissions reportedCapital Stewards, LLC4100 Market Street Sw, Suite 100 · Huntsville, AL 35808 · (256) 864-3399 · Financial planningCRD 315761 · % of assets, Fixed fees · $11.7 million AUMState registeredNo commissions reportedCloud Investments, LLC200 Clinton Ave, Suite 1020 · Huntsville, AL 35801 · (256) 715-0094 · Financial planningCRD 281915 · % of assets, Hourly charges · $404.0 million AUMSEC registeredNo commissions reportedCochranmickels Retirement Specialists, LLC4801 University Square Drive,, Suite 26 · Huntsville, AL 35816 · (256) 417-4870 · Financial planningCRD 327837 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMState registeredNo commissions reportedInfinity Tax & Financial Planning200 Clinton Ave West, Suite 701 · Huntsville, AL 35801 · (256) 527-4214 · Financial planningCRD 332590 · % of assets, Hourly charges, Fixed fees · $100.0 million AUMSEC registeredNo commissions reportedKeel Point, LLC100 Church Street, Suite 500 · Huntsville, AL 35801 · (256) 704-5111 · Financial planningCRD 127902 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedLamont Trading Advisors, INC.470 Providence Main St, Suite 302b · Huntsville, AL 35806 · (256) 850-4161 · Hourly feesCRD 137087 · % of assets, Hourly charges, Subscription fees · $2.4 million AUMState registeredNo commissions reportedLifefirst Wealth, LLC4100 Market Street Sw, Suite 100, Pmb #1294 · Huntsville, AL 35808 · (256) 207-8008 · Financial planningCRD 331242 · % of assets, Hourly charges, Fixed fees · $4.3 million AUMState registeredNo commissions reportedLongview Financial Advisors, INC.4245 Balmoral Drive, Suite 306 · Huntsville, AL 35801 · (256) 534-1196 · Financial planningCRD 122451 · % of assets, Fixed fees · $208.2 million AUMSEC registeredNo commissions reported
Saliba Asset Management L.L.C.112 South Side Square, Suite C and D · Huntsville, AL 35801 · (256) 539-3965 · Financial planningCRD 123646 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMState registeredNo commissions reportedSmith Thornton Advisors, LLC626 Clinton Avenue West, Suite 100 · Huntsville, AL 35801 · (256) 715-7715 · Financial planningCRD 312537 · % of assets, Hourly charges, Fixed fees · $852.3 million AUMSEC registeredNo commissions reportedWomack & Associates, LLC4650 Whitesburg Drive S, Suite 101 · Huntsville, AL 35802 · (256) 534-1360 · Financial planningCRD 136215 · Hourly charges, OtherState registeredNo commissions reported
Talking to advisers in Huntsville? 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.