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
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 1 vetted financial advisors and 5 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 16 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TRUEWEALTH ADVISORS, LLC 2000 Southlake Park, Suite 200 Hoover, AL, 35244 | 298838 | $287,595,301 | 929 | A percentage of AUM, Hourly charges, Fixed fees |
TIMBERCHASE FINANCIAL, LLC 31 Inverness Center Parkway, Suite 100 Hoover, AL, 35242 | 131205 | $172,663,393 | 697 | A percentage of AUM, Fixed fees |
SOUTHERN OAK CAPITAL, LLC 1200 Corporate Drive, Suite 100 Hoover, AL, 35242 | 309933 | $158,509,956 | 7 | A percentage of AUM, Fixed fees, Performance Based |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Antonio D. Sankey & Associates, LLC Inquire with Antonio | 3000 Riverchase Galleria, Suite 950 Hoover, AL 35244 | 205-444-4996 |
Sovereign CPA Group, LLC Inquire with Sovereign | 2 Chase Corporate Dr, Hoover, AL 35244 | 205-402-4245 |
Edward Jones Inquire with Edward | 3659 Lorna Road, Suite 153 Hoover, AL 35216 | 205-733-1669 |
Edward Jones Inquire with Edward | 5336 Stadium Trace Pkwy, Suite 114 Hoover, AL 35244 | 205-988-4435 |
Allstate Personal Financial Representative: John Saddler Inquire with Allstate | 430 Emery Dr, Hoover, AL 35244 | 205-706-5386 |
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