Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Tuscaloosa
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Tuscaloosa,
Alabama
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Tuscaloosa,
Alabama
mentioned below does 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
Tuscaloosa, Alabama.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 35 Years | $0 | Not Specified | Fee-Only | |
| 16 Years | Not Specified | $0 | Fee-Based |
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
101 25th Street North,
Suite 100,
Birmingham,
AL
35203
Phone Number
205-208-8700
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65
Compensation/Fee Fee-Based
Office Location
36 Manning Place,
Suite 200,
Birmingham,
AL
35242
Phone Number
205-991-5017
Jeremy Young brings a breath of fresh air to the financial services industry. With over 15 years of experience as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional. Jeremy and his associates believe each client deserves a personalized approach to solving their financial concerns and providing families guidance to meet their financial needs. Jeremy Young is a Birmingham, Alabama native and a Briarwood Christian school alumnus. Jeremy has long been passionate about helping others and prior to becoming a financial professional he spent four years in the health and wellness field where he was sole owner of a local fitness and nutrition shop. In 2007, Jeremy obtained his securities license in addition to his life insurance license. As he developed an extensive client base and his business matured, Jeremy obtained his managing principal license and fee-based planner designation which allowed him to oversee other financial professionals and offer more products to affluent investors. In 2010 Jeremy became Regional Vice President and in early 2015 he became a Senior Vice President with his previous firm. In the fall of 2015 Jeremy founded Legacy Advisory Group and became an independent financial professional where he could develop financial plans for individuals and families without being captive to only a company's proprietary products. This truly allows Jeremy to work for his client's unique needs and offer a wide array of products to fit their goals. Jeremy extends his knowledge to local businesses and non-profits by providing "Financial Wellness" seminars. Everyone's situation is unique! You will see first-hand how Jeremy and the team of specialists at Legacy Advisory Group help you develop a personalized financial plan tailored to your needs. Jeremy attributes much of the character traits that have helped him succeed as a financial advisor to the lessons he learned at Briarwood and playing football under the leadership of the great coach Fred Yancey. The championship mentality, work ethic, and character that Jeremy developed in those few short years of playing High School football have made a lasting impact in Jeremy's life today.
The team at Legacy Advisory Group has extensive financial services experience and steadfastly upholds the highest ethical standards. We are committed to providing Customized, Comprehensive, Conscientious and strategic financial solutions through access to a full range of financial services and solutions. Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial professionals are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family's requirements. As financial planners, your goals become our objectives!
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, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 7 | 460 | $321,732,900 | A Percentage of AUM
|
When choosing a financial advisor in Alabama, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, learn more about the different types of financial advisors so you can ensure that you choose one that best fits your needs.
A financial advisor in Alabama can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
The cost of hiring a financial advisor in Alabama varies depending on the advisor's experience, services, and fee structure. Financial advisors typically charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand an advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
There are multiple benefits to hiring a financial advisor in Alabama. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Alabama residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read about the benefits of working with a financial advisor.
In Alabama, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as hold licenses as investment advisor representatives (IARs) and often have credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Click the "View Full Profile" button of each advisor listed in the directory for the state of Alabama to further explore a specific financial advisor's qualifications.
Yes, a financial advisor in Alabama can provide guidance on local tax strategies and exemptions unique to the state. Alabama has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in Alabama can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read about how a financial advisor can help you manage your finances.
Yes, there are financial advisors in Alabama who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, and retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of Alabama may not include advisors who specialize in providing retirement planning services for state-specific pension plans. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.
The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.
To check if a financial advisor in Alabama has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide on how to use BrokerCheck to evaluate a financial advisor's credentials.
Yes, there are financial advisors in Alabama who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.
To effectively manage your retirement portfolio in Alabama, start by assessing your current financial situation, including income, expenses, assets, and debts. Followed by setting clear retirement goals based on your desired lifestyle and age of retirement, diversifying your portfolio to manage risk, and regularly reviewing and adjusting your investments as necessary based on market trends. While managing your portfolio independently can be appealing, consider the benefits of working with a professional financial advisor who can offer personalized guidance tailored to your specific needs. To make informed decisions about managing your retirement portfolio, read DIY money management vs. hiring a professional for your financial needs to learn more.
When choosing a financial advisor, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Alabama.
Yes, financial advisors in Alabama can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.
