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 you 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.

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Find The Best Financial Advisors in Birmingham, Alabama

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Birmingham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Birmingham & pick the one as per your needs

How To Find The Best Financial Advisors in Birmingham, Alabama
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Birmingham, Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 49 non-vetted financial advisors in Birmingham, Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Birmingham, Alabama have an average of 31 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Birmingham, Alabama

Diversified, LLC

205-408-3005

Address

3900 Montclair Rd, Suite 200,
Birmingham, AL 35213 See Details

Cope Private Wealth

205-223-3625

Address

3300 Cahaba Road,
suite 201,
Birmingham, AL 35223 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

3595 Grandview Parkway,
Suite 475,
Birmingham, AL 35243 See Details

Ashley Folkes

Farther

256-624-3514

Address

2 Chase Corporate Dr Suite 40,,
Hoover, AL 35244 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	104948	$23,574,716,836	61	A percentage of AUM, Fixed fees
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	111715	$16,990,335,269	2	A percentage of AUM
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	115332	$14,539,829,905	22135	A percentage of AUM, Hourly charges, Fixed fees
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203	110577	$8,110,107,935	50	A percentage of AUM, Performance Based
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	151190	$7,878,130,018	367	A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	314889	$5,670,936,072	2768	A percentage of AUM, Fixed fees
RESOURCE MANAGEMENT SERVICE, LLC 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242	130791	$5,188,760,000	13	A percentage of AUM, Performance Based
STONEX ADVISORS INC. 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243	174182	$4,515,278,523	14988	A percentage of AUM, Hourly charges, Fixed fees
CONCOURSE FINANCIAL GROUP ADVISORS 2801 Highway 280 South, Birmingham, AL, 35223	15708	$4,373,015,542	20957	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
THE WELCH GROUP, LLC 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213	111273	$3,212,010,865	4185	A percentage of AUM, Hourly charges, Fixed fees
JOHNSON STERLING, INC. 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209	106379	$2,984,634,800	395	A percentage of AUM, Hourly charges, Fixed fees
EVERSOURCE WEALTH ADVISORS, LLC 3500 Colonnade Parkway, Suite 150 Birmingham, AL, 35243	286340	$2,694,361,660	8119	A percentage of AUM, Hourly charges, Fixed fees
ONEASCENT FINANCIAL SERVICES LLC 23 Inverness Parkway, Birmingham, AL, 35242	284549	$1,788,648,397	7877	A percentage of AUM, Hourly charges, Fixed fees
NBC SECURITIES, INC. 1927 First Avenue North, Birmingham, AL, 35203	17870	$1,715,376,867	4545	A percentage of AUM, Hourly charges, Fixed fees
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	109335	$1,340,641,610	25	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Birmingham, Alabama

How To Find The Best Financial Advisors in Birmingham, AlabamaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Birmingham, Alabama

Diversified, LLC

Address

Cope Private Wealth

Address

Edelman Financial Engines, LLC

Address

Ashley Folkes

Farther

Address

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

Select other cities around Birmingham, Alabama to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Birmingham, Alabama
Last Updated - 13-Jun-2023

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