Fee-OnlyFinder

Advisers in Tuscaloosa, AL

4 advisers in Tuscaloosa — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Canterbury Capital Wealth Management, LLC302 Merchants Walk, Suite 250 · Tuscaloosa, AL 35406 · (205) 534-1310 · Financial planningCRD 337758 · % of assets, Fixed fees · $132.1 million AUMSEC registeredNo commissions reportedFinancial Economics Consulting Group, INC.2316 University Blvd., Suite 201 · Tuscaloosa, AL 35401 · (205) 345-0934 · Hourly feesCRD 117418 · % of assets, Hourly charges · $82.3 million AUMState registeredNo commissions reportedJmf Capstone Wealth Management2200 Jack Warner Parkway, Ne, Suite 300 · Tuscaloosa, AL 35401 · (205) 345-8440 · % of assets managedCRD 118296 · % of assets · $416.1 million AUMSEC registeredNo commissions reportedWrs Financial Services, L.L.C.216 McFarland Circle N. · Tuscaloosa, AL 35406 · (205) 345-5860 · % of assets managedCRD 126693 · % of assets · $30.3 million AUMState registeredNo commissions reported
Talking to advisers in Tuscaloosa? 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.