Fee-OnlyFinder

Advisers in Montgomery, AL

6 advisers in Montgomery — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Invista Advisors350 Leavell Circle · Montgomery, AL 36117 · (334) 387-0094 · Financial planningCRD 282899 · % of assets, Hourly charges, Fixed fees · $443.5 million AUMSEC registeredNo commissions reportedJackson Thornton Wealth Management, LLC200 Commerce Street · Montgomery, AL 36104 · (334) 834-7660 · % of assets managedCRD 116091 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedMarble Wealth, LLC4001 Carmichael Road, Suite 240 · Montgomery, AL 36106 · (334) 679-4800 · Financial planningCRD 335291 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedRwc Wealth Management, INC.4758 Woodmere Blvd, Suite F -2160 · Montgomery, AL 36106 · (334) 440-6259 · Financial planningCRD 165217 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedTucker Financial Group254 Winton Blount Loop · Montgomery, AL 36117 · (334) 277-0500 · Financial planningCRD 298292 · % of assets, Fixed fees · $339.0 million AUMSEC registeredNo commissions reportedWelon Partners3120 Zelda Court, Suite 109 · Montgomery, AL 36106 · (334) 258-2850 · Financial planningCRD 297322 · % of assets, Hourly charges, Fixed fees · $57.4 million AUMState registeredNo commissions reported
Talking to advisers in Montgomery? 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.