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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 - 03-Aug-2022

Huntsville has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 66 non-vetted advisors in your local area. These financial advisors in Huntsville, Alabama have an average of 31 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
Jason Landers
CFP®
KEEL POINT
100 Church Street,
Suite 500,
Huntsville, AL 35801
21 $216,000,000 $500,000 Fee-Based
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# 4568522
Firm CRD# 127902
Series 7, 66

Compensation/Fee Fee-Based


Office Location 100 Church Street,
Suite 500,
Huntsville,
AL
35801
Phone Number 256-801-8022

Jason, a Senior Wealth Advisor at Keel Point, has accrued several professional certifications over his 20+ years as an advisor, including the CERTIFIED FINANCIAL PLANNER designation. Jason's team, which includes Kyle Findlay, CFP®, Julie McPherson, Client Relationship Manager, Demetria Braudaway, Client Relationship Manager, Blake Waggoner, Investment Associate, and Kristy Wade, Financial Planning Associate, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance specialists to carry out certain planning strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life's changes. Prior to joining Keel Point in April 2009, Jason spent 8 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Jason is also a member of the Huntsville Committee of 100, which centers its focus on education and economic development in Madison County. He is involved with HudsonAlpha's Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council . Jason is a graduate of Leadership Huntsville/ Madison County's Connect program. Jason is a Registered Representative of Keel Point Capital, LLC.

About Keel Point

Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

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, Investment Advice & Management, Insurance Products & Annuities


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

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


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
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?