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

How To Find The Best Financial Advisors in Fairhope, Alabama

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in Fairhope, Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 19 non-vetted financial advisors in Fairhope, Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fairhope, Alabama have an average of 34 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 Fairhope, Alabama

advisor-photo

Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526

251-626-1140

Top Financial Advisor Firms in Alabama (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
APTUS CAPITAL ADVISORS, LLC
265 Young Street, Fairhope, AL 36532
167626 $3,969,482,730 5688 A percentage of AUM, Fixed fees
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
50 South Church Street, Suite C Fairhope, AL 36532-2350
106454 $386,957,000 225 A percentage of AUM, Hourly charges, Fixed fees
BROWN FINANCIAL ADVISORY
54 S. Greeno Road, Fairhope, AL 36532
155548 $285,323,337 657 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Alabama

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy Baughman
Inquire with Amy
7530 Parker Road, Fairhope, AL 36532 251-990-2931
Barko Financial
Inquire with Barko
22787 US 98, Suite E4 Fairhope, AL 36532 251-517-0207
Morgan Stanley Financial Advisors
Inquire with Morgan
7530 Parker Road, Fairhope, AL 36532 251-990-2930
Henry Wealth Management
Inquire with Henry
22787 US Highway 98, E4 Fairhope, AL 36532 251-517-0207
Leonardo D Silva
Inquire with Leonardo
7530 Parker Road, Fairhope, AL 36532 251-990-2932
Francisco D D'Oliveira
Inquire with Francisco
7530 Parker Road, Fairhope, AL 36532 251-990-2938
James Francis Eddins
Inquire with James
7530 Parker Road, Fairhope, AL 36532 251-990-2935
Sergio R D'Oliveira
Inquire with Sergio
7530 Parker Road, Fairhope, AL 36532 251-990-2933
Ralph Anderson
Inquire with Ralph
7530 Parker Road, Fairhope, AL 36532 251-990-2943
Tod E Frick
Inquire with Tod
7530 Parker Road, Fairhope, AL 36532 251-990-2944

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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