Find Top Financial Advisors in Fairhope, Alabama

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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.

Finding the Top Financial Advisor in Fairhope, Alabama
Last Updated - 19-Sep-2022

Fairhope has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Fairhope, Alabama have an average of 34 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
Terry Nager
29000 US Hwy 98,
Daphne, AL 36526
34 Not Specified $100,000 Fee-Only
Robert W Scullen
2760 Semoran Circle,
Pensacola, FL 32503
35 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Fairhope

Qualifications CRD# 344567
Firm CRD# 105582

Compensation/Fee Fee-Only

Office Location 29000 US Hwy 98,
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.

About Southern Capital Services, Inc. Registered Investment Advisor

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# 807388
Firm CRD# 141413
Series 65

Compensation/Fee Fee-Based

Office Location 2760 Semoran Circle,
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.

About Brookstone Capital Management LLC

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
$3,969,482,730 5688 A percentage of AUM
Hourly charges
Fixed fees
Hayek Kallen Investment Management L.L.C.
50 South Church Street , Suite C,
Fairhope, AL 36532-2350
$386,957,000 225 A percentage of AUM
Fixed fees
Brown Financial Advisory
54 S. Greeno Road,
Fairhope, AL 36532
$285,323,337 657 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Fairhope, Alabama*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy Baughman
    Inquire with Amy
    7530 Parker Road, Fairhope, AL  36532 251-990-2931
    Barko Financial
    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
    Ralph Anderson
    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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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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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.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?