Fee-OnlyFinder

Advisers in Mountain Brook, AL

2 advisers in Mountain Brook — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Canterbury Investment Advisors LLC300 Office Park Drive, Suite 230 · Mountain Brook, AL 35223 · (205) 871-1692 · % of assets managedCRD 295652 · % of assets · $24.1 million AUMState registeredNo commissions reportedColarion2914 Cahaba Village Place · Mountain Brook, AL 35243 · (205) 410-9443 · Financial planningCRD 284588 · % of assets · $188.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Mountain Brook? 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.