Fee-OnlyFinder

Advisers in Vestavia Hills, AL

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

Hourly fees (3)

All advisers

Bluewater Wealth Advisors, LLC4553 Pine Tree Circle, Suite 220 · Vestavia Hills, AL 35243 · (205) 305-6352 · Flat / fixed feesCRD 330078 · % of assets, Fixed fees · $145.8 million AUMSEC registeredNo commissions reportedOld Oak Advisors, LLC1025 Montgomery Hwy., Suite 113 · Vestavia Hills, AL 35216 · (205) 538-2440 · Hourly feesCRD 159893 · % of assets, Hourly charges, Fixed fees · $24.8 million AUMState registeredNo commissions reportedRfg Advisory, LLC1400 Urban Center Drive, Suite 475 · Vestavia Hills, AL 35242 · (205) 397-2450 · Financial planningCRD 158401 · % of assets, Hourly charges, Fixed fees · $8.0 billion AUMSEC registeredNo commissions reportedSunburst Financial Group, LLC600 Vestavia Parkway, Suite 100 · Vestavia Hills, AL 35216 · (205) 823-4949 · Financial planningCRD 283605 · % of assets, Hourly charges, Fixed fees · $808.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Vestavia Hills? 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.