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Find Best Financial Advisors in Daphne, 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 Daphne is a tedious task to do. give you extensive options to compare best advisors in Daphne & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Daphne?

Looking for a qualified financial advisor in Daphne? We can help you by narrowing down your options & listing the best financial advisors in Daphne as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Daphne near you with the list of certified and vetted Daphne financial advisors.

List of Qualified Financial Advisors in Daphne, Alabama


Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526


Top Financial Advisor Firms in Alabama (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
29000 Us Hwy 98, The Summit, Suite 203-B Daphne, AL 36526
105582 $176,693,052 706 A percentage of AUM

Additional Financial Advisors in Alabama

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Edward Jones
Inquire with Edward
8760 County Road 64, Daphne, AL 36526 251-626-7701
Edward Jones
Inquire with Edward
7096 Stone Dr, Suite B Daphne, AL 36526 251-625-3045
Edward Jones
Inquire with Edward
29000 U S Highway 98, Ste A-302 Daphne, AL 36526 251-621-9750
Edward Jones
Inquire with Edward
1745 Main Street, Suite A Daphne, AL 36526 251-626-7719

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

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.

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