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Find Top Financial Advisors in Huntsville, 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 Huntsville, Alabama
Last Updated - 23-Nov-2022

Huntsville has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 69 non-vetted advisors in your local area. These financial advisors in Huntsville, Alabama have an average of 41 years of experience.

NOTE: The list of financial advisors in Huntsville, 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 Huntsville, Alabama.

Qualified Financial Advisors in Huntsville, Alabama
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ron Moody
CFP®, CSA®, CRPC®
OAK TREE FINANCIAL SERVICES, LLC
400 Bob Wallace Ave SW,
Huntsville, AL 35801
41 $108,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Huntsville

Qualifications CRD# 1002081
Firm CRD# 6413
Series 7, 8, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 400 Bob Wallace Ave SW,
Huntsville,
AL
35801
Phone Number 256-704-9400

Ron Moody is the founder and Chief Investment Officer of Oak Tree Financial Services, LLC. Ron has been involved in the financial services industry since 1981. He graduated with a bachelor's degree from the University of Alabama. Ron holds the designations of CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor® from the College of Financial Planning, Certified Senior Advisor®, and is a member of the Financial Planning Association. Ron holds various securities registrations with LPL Financial including Series 63, 7 and 8; Series 65 held with Oak Tree Financial Services. His extensive background and knowledge in the investment, estate and retirement planning fields help Ron to provide outstanding service to his clients. Because Ron is challenged by the financial market, he approaches his job enthusiastically. He has dedicated himself to long hours and staying up to date through continuing education courses. It is through this effort that Ron feels he can best serve the people he works for, his clients, and help them achieve the "work optional" lifestyle. Ron's knowledge in the financial services arena has helped him to conduct numerous seminars and workshops on investments and estate planning. Through outstanding service and a commitment to excellence, Ron has built a solid client base and cares deeply for his clients' success.

About Oak Tree Financial Services, LLC

Founded in 2009, Oak Tree Financial Services, LLC has a combined 80+ years of financial service experience across 4 different advisors. Securities are offered through LPL Financial, LLC, an SEC registered investment adviser and member FINRA/SIPC broker/dealer. This allows Oak Tree to maintain the "small town" look and feel, while still being backed by the support and technology of a Fortune 500 company. Our goal at Oak Tree is not to see how large we can become, but how small we can remain so that we build long term relationships and you receive the individual service that you deserve and expect.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Huntsville, Alabama (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
KEEL POINT, LLC
100 Church Street , Suite 500,
Huntsville, AL 35801
$2,914,562,596 4650 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
SMITH THORNTON ADVISORS, LLC
626 Clinton Avenue West, , Suite 100,
Huntsville, AL 35801
$526,023,892 709 A percentage of AUM
Hourly charges
Fixed fees
CLOUD INVESTMENTS, LLC
200 Clinton Ave , Suite 1020,
Huntsville, AL 35801
$225,527,000 1205 A percentage of AUM
LONGVIEW FINANCIAL ADVISORS, INC.
4245 Balmoral Drive , Suite 306,
Huntsville, AL 35801
$192,209,730 695 A percentage of AUM
Fixed fees
OAK TREE FINANCIAL SERVICES, LLC
400 Bob Wallace Avenue Sw,
Huntsville, AL 35801
$124,398,864 462 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Huntsville, Alabama*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Art Smith, New York Life
    Inquire with Art
    2310 Starmount Circle SW, Huntsville, AL  35801 256-517-1555
    T Justin Cato
    Inquire with T
    109 N Jefferson St, Ste 3, Huntsville, AL  35801 256-704-4530
    Elizabeth Douglas
    Inquire with Elizabeth
    600 Boulevard South SW, Ste 104, Huntsville, AL  35802 256-705-3571
    The Legacy Group of Huntsville
    Inquire with Legacy
    305 Church St, Ste 720, Huntsville, AL  35801 256-650-4003
    Todd McBride
    Inquire with Todd
    305 Church St, Ste 720, Huntsville, AL  35801 256-519-4040
    James W Bridges
    Inquire with James
    305 Church St, Ste 720, Huntsville, AL  35801 256-535-2866
    Jimmy Dunlap
    Inquire with Jimmy
    501 Madison St SE, Huntsville, AL  35801 256-650-4008
    Sandra S Ables
    Inquire with Sandra
    501 Madison St SE, Huntsville, AL  35801 256-650-4029
    Glenda Gough
    Inquire with Glenda
    305 Church St, Ste 720, Huntsville, AL  35801 256-650-4031
    Philip H Crosby
    Inquire with Philip
    305 Church St, Ste 720, Huntsville, AL  35801 256-519-4042
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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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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      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?