Find Best Financial Advisors in Alabama | Alabama

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Alabama?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Alabama to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Alabama financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Alabama

Jason Landers

Keel Point

100 Church Street
Suite 500

Huntsville, AL 35801

256-801-8022

Will Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0044

Jesse Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0055

Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526

251-626-1140

List of Additional Financial Advisors in Alabama*

* Additional advisor listing is provided in partnership with Yext

DTLR

9150 Parkway East
Suite 300

Birmingham, AL 35206
205-833-0071

DTLR

718 Academy Dr & I-59
Suite 100

Bessemer, AL 35022
205-428-5582

Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

Peachtree Planning

3500 Blue Lake Drive
Suite 200

Birmingham, AL 35243
205-533-9452

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.