A densely populated state like Alabama has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Alabama and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
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| List of Qualified Financial Advisors in Alabama | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Terry Nager, CFP® Southern Capital Services, Inc. Registered Investment Advisor |
29000 US Hwy 98, Daphne, AL 36526 |
(251) 626-1140 |
| Paul W Abele Canterbury Investment Advisors LLC |
400 Office Park Drive, Mountain Brook, AL 35223 |
(205) 871-1692 |
| Jeffrey E Martin HighPoint Planning Partners,LLC Registered Investment Advisor |
221 East Side Square, Huntsville, AL 35801 |
(256) 763-7500 |
Qualifications
CRD# 344567
FirmCRD# 105582
Compensation/Fee
Fee Only, Based on Assets
Office Location
29000 US Hwy 98,
Daphne,
AL 36526
Phone Number
(251) 6261140
Terry is the longest serving Certified Financial Planner (CFP) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.
When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.
Qualifications
CRD# 1321366
FirmCRD# 295652
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
400 Office Park Drive,
Suite 103,
Mountain Brook,
AL 35223
Phone Number
(205) 8711692
Paul W Abele has been in the Wealth Management business for more than 35 Years. He believes strongly in The Efficient Market Theory, which states that all available information public, as well as an insider, is priced into the current market price. The chance of trying to beat the market's returns has proven over time to be elusive. That is why we want to own the whole market here and around the world. We do this by buying passively managed mutual funds that own the markets. We think that this is probably the best way to invest in stocks. We believe that investing in this manner, and charging what we believe to be low fees, is the best way to service our client's needs.
We strive to help our clients make wise decisions about their investments. As your personal Chief Financial Officer, Paul Abele brings clarity and stewardship to your financial future. We consider ourselves stewards of our clients' money. Our motivation is to always protect and serve our client's best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients.
Qualifications
CRD# 4476408
FirmCRD# 6413
Series 7, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
221 East Side Square,
Suite 1B & 1C,
Huntsville,
AL 35801
Phone Number
(256) 7637500
Jeffrey E. Martin provides holistic fee-based planning for high net worth individuals, families, businesses and professionals. Jeffreys primary goal is to provide a high level of service utilizing a detailed step by step process towards financial success. Jeffrey takes great pride in understanding the needs of his clients and is guided by his principals, ethics and professionalism in every stage of the process. Whether your needs are in estate planning, retirement or investment management, Jeffrey can help develop a plan towards success. Jeffrey holds a series 7, 63 and 65 registrations through LPL along with is life & health licenses. He also holds the Chartered Retirement Planning Counselor designation (CRPC). He started is planning career at Ameriprise Financial in 2003, where for 11 years helped his clients navigate through one of the worst financial downturns in modern history. While at Ameriprise, Jeffrey earned the 2004 and 2005 Presidents Award based on his holistic planning approach that he still utilizes today. Jeffrey was awarded the FIVE STAR Wealth Management Award 4 times('13,'17,'18,'19)and was featured in Forbes and Chicago Magazine. Jeffrey is also a former touring golf professional and still continues to play in various amateur events after getting his amateur status reinstated. He enjoys fishing, camping and time with his family. He is married to his kindergarten sweet heart, Colleen and they have twin boys: Jacob and Joshua.
HighPoint Planning Partners uses a comprehensive discovery process to help you pursue your financial objectives, which begins with learning all we can about you. Knowing what is important provides a vital foundation for determining which investment choices might be right for you. We take the time to understand your overall lifestyle and personal needs to make informed decisions. We listen carefully to understand your short and long-term goals and discuss how your goals may impact your financial plan. We show you where you are today and work with you to personalize the steps involved in helping you pursue your financial goals. Based on your unique situation, we present a variety of possible strategies and help you determine which may be most appropriate for your situation. Once we agree on the right plan for you, we leverage our knowledge and substantial resources to ensure it is fully implemented and properly monitored. We continuously review your financial strategy and make recommendations on new ways to approach your goals, as needed. We recognize that you have your own preference for the frequency and manner in which we communicate with you regarding your financial plan. Just as we create a financial plan tailored to your individual needs, we also strive to understand the best way to keep you informed. We are respectful of your time and your privacy and tailor our service schedule to your tastes.
| List of Additional Financial Advisors in Alabama | |
| Sterne Agee | Birmingham, AL |
| Kelley & Mullis Wealth Management | Vestavia Hills, AL |
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