Fee-OnlyFinder

Advisers in Mobile, AL

12 advisers in Mobile — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (6)Retirement plan consulting (5)

All advisers

Aull & Monroe3658 College Ln S · Mobile, AL 36608 · (251) 342-3339 · Hourly feesCRD 104830 · % of assets, Hourly charges, Fixed fees · $323.2 million AUMSEC registeredNo commissions reportedBrigham Jr, William H6353 Piccadilly Square Drive, Suite 2e · Mobile, AL 36609 · (251) 689-1219 · % of assets managedCRD 122667 · % of assets · $7.0 million AUMState registeredNo commissions reportedCelia Mann Baehr, Cfp2866 Dauphin Street, Suite R · Mobile, AL 36606 · (251) 476-7183 · Financial planningCRD 172152 · % of assets, Hourly charges · $44.8 million AUMState registeredNo commissions reportedKairos Asset Advisory, LLC1055 Dauphin Street · Mobile, AL 36604 · (404) 840-7595 · Financial planningCRD 153218 · % of assets, Hourly charges, Fixed fees · $18.6 million AUMState registeredNo commissions reportedL&l Financial Services, LLP316 Bel Air Blvd., Suite 300 · Mobile, AL 36606 · (251) 476-3600 · % of assets managedCRD 116243 · % of assets · $9.5 million AUMState registeredNo commissions reportedLeavell Investment Management, INC.210 Saint Joseph Street · Mobile, AL 36602 · (251) 433-3709 · Financial planningCRD 107890 · % of assets, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedMedora Value Equity, LLC101 Dauphin Street, Suite 850 · Mobile, AL 36602 · (646) 216-9242 · % of assets managedCRD 284184 · % of assets · $20.0 million AUMState registeredNo commissions reportedMitchell, McLeod, Pugh & Williams, INC.2610 Dauphin Street · Mobile, AL 36606 · (251) 471-2027 · Financial planningCRD 138240 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedRetirement Advisors, INC.1009 Downtowner Blvd · Mobile, AL 36609 · (251) 344-0707 · Financial planningCRD 122122 · % of assets · $159.6 million AUMSEC registeredNo commissions reportedWealth Management Consultants, LLC1621 South University Blvd., Suite A-2 · Mobile, AL 36609 · (251) 476-2131 · Financial planningCRD 121953 · % of assets, Hourly charges · $23.3 million AUMState registeredNo commissions reported
Wilkins Miller Wealth Management, LLC41 West Interstate 65, Service Road North, Suite 400 · Mobile, AL 36608 · (251) 410-6700 · Financial planningCRD 162222 · % of assets, Fixed fees · $257.5 million AUMSEC registeredNo commissions reportedWilliams Financial Group2616-A Dauphin Street · Mobile, AL 36606 · (251) 473-2120 · Financial planningCRD 310008 · % of assets, Hourly charges, Fixed fees · $354.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Mobile? 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.