There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of financial advisors in Fairhope, Alabama mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Fairhope, Alabama.
|Qualified Financial Advisors in Fairhope, Alabama|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
SOUTHERN CAPITAL SERVICES, INC. REGISTERED INVESTMENT ADVISOR
29000 US Hwy 98,
Daphne, AL 36526
|Robert W Scullen
BROOKSTONE CAPITAL MANAGEMENT LLC
2760 Semoran Circle,
Pensacola, FL 32503
|35||Not Specified||Not Specified||Fee-Based|
Firm CRD# 105582
29000 US Hwy 98,
AL 36526 Phone Number 251-626-1140
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.
Firm CRD# 141413
2760 Semoran Circle,
FL 32503 Phone Number 850-262-9360
Robert W. Scullen, CFP®. Bob is a highly experienced financial planner and investment advisor representative of Brookstone Capital Management. Upon graduating from the United States Air Force Academy, Bob proudly served as a pilot in the United States Air Force. After leaving active duty, he began his career in financial services. Bob has helped many families and individuals develop plans to achieve their financial needs and goals. As a CFP®, he is held to a fiduciary standard which requires him to put his clients interests ahead of his own. His experience includes retirement and income planning and implementing investment strategies consistent with the needs, abilities and risk tolerance of each client. Bob has extensive experience in charitable giving strategies and estate planning and has represented a national charity advising donors and clients to maximize their financial and philanthropic needs and goals.
At Scullen Wealth Management, we take our role of fiduciary very seriously and act in the best interests of our clients. We are proud to represent Brookstone Capital Management. We believe that being affiliated with Brookstone enables us to offer the expertise and customized opportunities to help our clients build long term, risk managed portfolios tailored to meet their unique financial goals. Brookstone Capital Management was founded in 2006, has more than 50,000 clients and more than $8 Billion in assets under management. Brookstone Capital Management takes an objective approach to every strategy and investment recommended. Brookstone offers a diverse universe of investments to align with the individual situations of each investor. Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client's risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounding returns. Our Mission We strive to conduct our business according to the highest standards of Honesty, Integrity, and Fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Insurance Products & Annuities
Top Financial Advisor Firms in Fairhope, Alabama (Ranked by AUM)
|Firm Name||AUM||No. of Clients||Fee Structure|
|Aptus Capital Advisors, Llc
265 Young Street,
Fairhope, AL 36532
A percentage of AUM
|Hayek Kallen Investment Management L.L.C.
50 South Church Street , Suite C,
Fairhope, AL 36532-2350
A percentage of AUM
|Brown Financial Advisory
54 S. Greeno Road,
Fairhope, AL 36532
A percentage of AUM
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
Inquire with Amy
|7530 Parker Road, Fairhope, AL 36532||251-990-2931|
Inquire with Barko
|22787 US 98, Suite E4, Fairhope, AL 36532||251-517-0207|
|Morgan Stanley Financial Advisors
Inquire with Morgan
|7530 Parker Road, Fairhope, AL 36532||251-990-2930|
|Henry Wealth Management
Inquire with Henry
|22787 US Highway 98, E4, Fairhope, AL 36532||251-517-0207|
|Leonardo D Silva
Inquire with Leonardo
|7530 Parker Road, Fairhope, AL 36532||251-990-2932|
|Francisco D D'Oliveira
Inquire with Francisco
|7530 Parker Road, Fairhope, AL 36532||251-990-2938|
|James Francis Eddins
Inquire with James
|7530 Parker Road, Fairhope, AL 36532||251-990-2935|
|Sergio R D'Oliveira
Inquire with Sergio
|7530 Parker Road, Fairhope, AL 36532||251-990-2933|
Inquire with Ralph
|7530 Parker Road, Fairhope, AL 36532||251-990-2943|
|Tod E Frick
Inquire with Tod
|7530 Parker Road, Fairhope, AL 36532||251-990-2944|
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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