Fee-Only Financial Planners in Birmingham, AL

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 Birmingham, AL:

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.

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.

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.

Andrew Gearhart

CFP®

Warren Averett Asset Management

Birmingham, AL

Charles Haines

Warren Averett Asset Management

Birmingham, AL

Scott Cole

CFP®, AIF®, CDFA®

Cole Financial Planning and Wealth Management, Inc.

Birmingham, AL

Donna Gordon

Wesban Financial Consultants, P.C.

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

    Get Your Checklist

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