Fee-Only Financial Advisors in Alabama

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Alabama area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Alabama Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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

Chris Alman

CFP®, CEPA

Equip Financial Partners

Fairhope, AL

Specialties: Exit Options (types of buyers), Exit Planning (how you vision your future), Comprehensive Financial Planning, Advanced Tax Planning, Investment Management, Charitable Giving Strategies

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.

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.

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

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.

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.

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

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.

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.

Andrew Gearhart

CFP®

Warren Averett Asset Management

Birmingham, AL

Velda Eugenias

CFP®

The Mather Group

Gadsden, AL

Jeff Jones

CFP®, EA, MS

Longview Financial Advisors, Inc.

Huntsville, AL

Scott Cole

CFP®, AIF®, CDFA®

Cole Financial Planning and Wealth Management, Inc.

Birmingham, AL

Chad Holmes

CFP®, CPA, CPWA®, CRPS®

Formula Wealth

Montgomery, AL

Stacy Miller

CFP®

Bright Investments, LLC

AUBURN, AL

Edward Kerns

CFP®, CDFA®

Kerns Wealth Management

Opelika, 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

    Get Your Checklist

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