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
Refine Your Search
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)
