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Find Best Financial Advisors in Dothan, 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 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 Best Financial Advisors & Planners in Dothan?

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

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

List of Qualified Financial Advisors in Dothan, Alabama

Top Financial Advisor Firms in 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
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 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 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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