Fee-Only Financial Planners in Alabama

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Alabama:

Tyler Reeves

CFP®

Plimsoll Financial Planning

Birmingham, AL

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Advising, Cash Flow and Budgeting

Fee-Only financial planner located in Birmingham, AL, focused on helping early-to-mid career physicians build their financial future.

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Huntsville, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

Chris Alman

CFP®, CEPA

Brown Financial Advisory

Fairhope, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Creating a roadmap to help you achieve financial success is the cornerstone of what we do.

Eric McClain

CFP®

Approach Retirement Advisors, LLC

Vestavia, AL

Specialties: Simplifying your investments, Making sure you don't run out of money, Taking the bite out of taxes, Company Stock in Retirement Plan

Fee-Only Retirement Planner, located in Vestavia, AL, & Pensacola, FL.

Bryan Hancock

CFP®, MBA

Timberchase Financial, LLC

Hoover, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Families and Professionals

Tyler Moore

CPA/PFS, CFP®

Timberchase Financial, LLC

Hoover, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Families and Professionals

Katie Lenz

CFP®

Timberchase Financial, LLC

Hoover, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner Serving Families and Professionals

Robert Lindstrom

CFP®, EA

Provision Financial Planning

Huntsville, AL

Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning

Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Huntsville, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

D. Scott McLeod

CFP®, ChFC®, RLP

Brown Financial Advisory

Fairhope, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Creating a roadmap to help you achieve financial success is the cornerstone of what we do.

Josh Lancaster

CFA®

Brown Financial Advisory

Fairhope, AL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Fairhope, AL, serving clients locally and across the country

Jeff Jones

CFP®, EA, MS

Longview Financial Advisors, Inc.

Huntsville, AL

Stacy Miller

CFP®

Bright Investments, LLC

AUBURN, AL

Paul Abele

Canterbury Investment Advisors LLC

Mountain Brk, AL

Andrew Gearhart

CFP®

Warren Averett Asset Management

Birmingham, AL

Donna Gordon

Wesban Financial Consultants, P.C.

Birmingham, AL

Daniel Tew

Jackson Thornton Asset Management

Dothan, AL

Andrew Gipner

Longview Financial Advisors, Inc.

Huntsville, AL

Jessica Smith

Longview Financial Advisors, Inc.

Huntsville, AL

Edward Kerns

CFP®, CDFA®

Kerns Wealth Management

Opelika, AL

Scott Cole

CFP®, AIF®, CDFA®

Cole Financial Planning and Wealth Management, Inc.

Birmingham, AL

Wesley Johnson

Longview Financial Advisors, Inc.

Gadsden, AL

James Causey

Jackson Thornton Asset Management

Pike Road, AL

Allison Guice

Jackson Thornton Asset Management

Montgomery, AL

Mary Meadows Livingston

Abeona Wealth

Birmingham, AL

Velda Eugenias

CFP®

The Mather Group

Gadsden, AL

Charles Haines

Warren Averett Asset Management

Birmingham, AL

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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