Find The Best Financial Advisors in Dothan, Alabama

Q: 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.

Q: 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.

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.

Q: 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.

Q: 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.

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 Dothan is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Dothan & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Dothan, Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 19 non-vetted financial advisors in Dothan, Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Dothan, Alabama have an average of 0 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 Dothan, Alabama

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CAPSOUTH WEALTH MANAGEMENT 2216 W. Main Street, Dothan, AL, 36301	132517	$759,144,750	1708	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
MAGNOLIA WEALTH MANAGEMENT LLC 1535 Honeysuckle Road, Dothan, AL, 36305	297598	$118,414,724	596	A percentage of AUM, Hourly charges

Additional Financial Advisors in Dothan, Alabama

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Marc Hall Inquire with Marc	1451 W Main St, Dothan, AL 36301	334-699-3620
Jennifer Daffron Inquire with Jennifer	1451 W Main St, Dothan, AL 36301	334-699-3620
John (JJ) Hughes Inquire with John	1451 W Main St, Dothan, AL 36301	334-699-3620
Lee Forehand Inquire with Lee	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4034
C. Thomas Lee Inquire with C.	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4026
Jon Lee Inquire with Jon	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4027
Norman Douglas Perreault Inquire with Norman	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4031
Sam Tucker Inquire with Sam	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4028
George Liddon Inquire with George	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4029
Mike C. Yarbrough Inquire with Mike	101 O'Brannan Park Drive, Dothan, AL 36303	334-340-4030

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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