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

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

If you’re looking for qualified financial advisors in Montgomery, Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 41 non-vetted financial advisors in Montgomery, Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Montgomery, 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 Montgomery, Alabama

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
JACKSON THORNTON ASSET MANAGEMENT, LLC 200 Commerce Street, Montgomery, AL, 36104	116091	$1,406,320,198	2077	A percentage of AUM
INVISTA ADVISORS 350 Leavell Circle, Montgomery, AL, 36117	282899	$203,300,000	787	A percentage of AUM, Hourly charges, Fixed fees
TUCKER FINANCIAL GROUP 254 Winton Blount Loop, Montgomery, AL, 36117	298292	$199,905,708	2642	A percentage of AUM, Fixed fees

Additional Financial Advisors in Montgomery, Alabama

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Ariss Financial Group Inquire with Ariss	4121 Carmichael Rd, Ste 301 Montgomery, AL 36106	334-279-1174
Legacy Advisors, Inc. Inquire with Legacy	310 Eastdale Circle, Montgomery, AL 36117	334-277-4370
Roy A Nutt Jr. Inquire with Roy	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2645
Jody McInnes Inquire with Jody	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2627
Lewis Ruben Gayden III Inquire with Lewis	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2654
Dickie Blondheim Inquire with Dickie	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2612
Larry Groce Inquire with Larry	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2614
Harrison Jones Campbell Inquire with Harrison	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2616
Sommer Morris Inquire with Sommer	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2633
Lawrence Oakley Inquire with Lawrence	7515 Halcyon Summit Dr, Ste 300 Montgomery, AL 36117	334-270-2620

Select other cities around Montgomery, 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?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.