Tucker Financial Group

Financial planning in Montgomery, AL

SEC registeredNo commissions reported

Call (334) 277-0500 Send a message Map ↗

Public-record details

Address: 254 Winton Blount Loop, Montgomery, AL 36117
Phone: (334) 277-0500
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Tucker Jr., Douglas, Ray
CRD number: 298292
Registration: SEC registered since 2020-05-13
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $339.0 million
Accounts managed: 3,950
Clients reported (Form ADV 5.D): 2,436
Individual / high-net-worth clients: 2,367 / 62
Employees: 3
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-16

SEC registered investment adviser, CRD 298292, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 298292 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Montgomery

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 reported Jackson Thornton Wealth Management, LLC200 Commerce Street · Montgomery, AL 36104 · (334) 834-7660 · % of assets managedCRD 116091 · % of assets · $2.0 billion AUMSEC registeredNo commissions reported Marble 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 reported Rwc 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 reported Welon 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

All 6 in Montgomery →