Fee only financial advisors in Alabama who charge hourly or a flat fee
Jump to the 36 firms with published feesFee mediansOut-of-state firms (95)
55 fee only firms in Alabama offer financial planning for an hourly, flat or subscription fee. 36 of the 55 fee only firms in Alabama publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Alabama with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $266 (middle half $200-$300, 22 firms) and the median flat or project fee is $5,750 (middle half $2,050-$19,250, 15 firms). Updated November 2026.
Cities in Alabama
- Birmingham 10 with prices
- Huntsville 6 with prices
- Montgomery 3 with prices
Fee only advisors in Alabama and their published fees
36 firms with published feesPlus 19 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Alabama medians: $266/hr, $5,750 flat. US median (too few Alabama firms): $475/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1st & 3rd Investments LLCVestavia Hills | Up to $500/hr | Not published | No monthly feeUp to $5,000/yr |
| Allysian Wealth PlanningCullmanCFP® | $300/hr above the Alabama median | $750- | No monthly fee$2,700- |
| BCR Wealth StrategiesVestavia | Up to $500/hr | $1,500- | % of assets |
| Brol Capital Management, LLCHampton Cove | $250/hr near the Alabama median | Not published | % of assets |
| Capstone Global Advisors, LLCWedowee | $200/hr below the Alabama median | Not published | $250- |
| ColeFPHooverVirtual meetingsCFP® | $270/hr near the Alabama median | Not published | % of assets |
| Cope Private WealthBirminghamCFP® | $250- | $1,000- | % of assets |
| Cornerstone Investment Management and Consulting, LLCDaphne | $285/hr near the Alabama median | Not published | % of assets |
| Equip Financial PartnersFairhopeCFP® | Not published | $500- | $417- |
| ERS Capital Management LLCMontgomery | Up to $200/hr | Not published | % of assets |
| Foresight Financial Advising LLCVestavia | Not published | $750- | $200/mo below the US median for monthly fees$200/mo below the US median for monthly fees |
| Formula WealthFairhope | $250/hr near the Alabama median | $500- | % of assets |
| Goggans Group IncGadsden | $100/hr below the Alabama median | $350- | % of assets |
| Goldsmith Martin Wealth StrategyMontgomery | $150/hr below the Alabama median | Not published | % of assets |
| Kairos Asset Advisory, LLCMobile2023 brochure | $100- | Not published | No monthly feeFrom $1,000/yr |
| Kassouf Wealth Advisors, LLCBirminghamCFP® | $100- | Not published | % of assets |
| Legacy Capital Partners LLCBirmingham | $250- | $2,500- | % of assets |
| LifeFirst Wealth, LLCHuntsvilleCFP® | $250/hr near the Alabama median | Not published | No monthly feeUp to $7,500/yr |
| Money Management Services IncBirmingham | Not published | $500- | % of assets |
| Navigate Wealth Management, LLCBirmingham | $150- | Not published | % of assets |
| Next Level Accounting, LLCBessemer2022 brochure | $250- | Not published | % of assets |
| Planalto FinancialHuntsvilleCFP® | $150/hr below the Alabama median | $2,400- | No monthly fee$2,400/yr |
| Plimsoll Financial Planning, LLCHoover | Not published | Not published | No monthly fee$4,000/yr |
| Providence Wealth Advisors, LLCHuntsville | $175/hr below the Alabama median | Not published | % of assets |
| Redesign Wealth PlanningRobertsdaleVirtual meetings | $275/hr near the Alabama median | Not published | $400- |
| Saliba Asset Management L.L.C.HuntsvilleCFP® | $400/hr above the Alabama median | Not published | % of assets |
| Southern Wealth BuildersBirminghamVirtual meetingsCFP® | $250/hr near the Alabama median | $1,500- | $100- |
| Still Waters Investment Strategies LLCBirmingham | $200- | $500 below the Alabama median | % of assets |
| Tennessee Valley Investment ManagementHuntsville | $200/hr below the Alabama median | Not published | % of assets |
| The Welch Group, LLCBirmingham | Not published | $3,500- | % of assets |
| Timberchase Financial, LLCHomewood | Not published | $1,000- | % of assets |
| Tulip Financial Planning LLCHarvestCFP® | Not published | Not published | $500- |
| Waverly Advisors, LLCBirmingham | $75- | $500- | % of assets |
| Welon PartnersMontgomeryCFP® | Up to $400/hr | Not published | % of assets |
| Womack & Associates, LLCHuntsvilleNo AUM feeCFP® | $400- | Not published | Not published |
| Zora FinancialBirminghamCFP® | Not published | Not published | No monthly fee$3,600/yr |
Other registered firms that don't publish dollar fees (19)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Brown Financial Advisory, Fairhope
- BWB Advisory Group, Enterprise
- Capital Stewards, LLC, Huntsville
- Clark Planning & Investment Advisory, Birmingham
- DreamWork Financial Group, Birmingham
- Gateway Wealth Management, LLC, Guntersville
- H2ols Wealth Management Solutions LLC, Oneonta
- Halcyon Professional Advisors, Cullman
- LBH Wealth Advisors, Meridianville
- Leavell Investment Management, Inc., Mobile
- Lipscomb Investment Group, LLC, Auburn
- Longview Financial Advisors, Inc., Huntsville
- Mainsail Asset Management, LLC, Birmingham
- Mayfair Advisory Group, LLC, Birmingham
- Mitchell, McLeod, Pugh & Williams, Inc., Mobile
- Oakworth Asset Management, LLC, Birmingham
- Red Oak Investment Solutions LLC, Kinston
- Strategic Financial LLC, Birmingham
- Vaughan Family Financial, Huntsville
Firms based in other states that are registered in Alabama (95)
These firms are based in another state and are registered in Alabama. The list isn't complete: a firm with five or fewer clients in Alabama doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
95 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
95 firms with published fees
- 11 Financial · Lufkin, TX · $250/hr · Up to $5,000 flat
- Abound Wealth Management, LLC · Franklin, TN · $5,200 flat · $4,200/yr
- Act Advisors · Asheville, NC · $600/mo
- Adkins Seale Capital Management LLC · Shreveport, LA · $250-$500/hr · $1,500-$5,500 flat
- Advisors Capital Management, LLC · Ridgewood, NJ · $350-$500/hr
- American Financial Advisors, LLC. · Marietta, GA · $150/hr
- Anchyra Partners LLC · Atlanta, GA · $500-$1,000/hr · $5,000-$100,000 flat
- Ankerstar Wealth, LLC · Leander, TX · $1,500 flat
- Apforia · Virginia Beach, VA · Up to $500/hr · Up to $30,000/yr
- Apogee Wealth Partners, LLC · Chattanooga, TN · $200-$400/hr · $500-$10,000 flat
- AssetBuilder, Inc. · Allen, TX · Up to $350/hr
- Bailard, Inc. · Foster City, CA · $3,500-$15,000 flat · $2,000-$50,000/yr
- Beacon Trust · Morristown, NJ · $5,000-$15,000 flat
- Beers Kight Financial Advisors, LLC · Columbia, SC · $100-$150/hr · $600-$1,400 flat
- BLBB Advisors · Montgomeryville, PA · $2,500-$10,000 flat
- Blue Marlin Advisors, LLC · West Palm Beach, FL · $200-$350/mo
- BlueChip Wealth Advisors LLC · Milton, GA · $300/hr
- Boldin Advisors · Mill Valley, CA · $300-$475/hr · Up to $6,000 flat · Up to $6,000/yr
- Brighton Jones LLC · Seattle, WA · $150-$300/hr · $5,000-$25,000 flat
- Cadent Capital Advisors, LLC · Tulsa, OK · $250-$350/hr
- Cairn Financial Group · Nashville, TN · $400/hr
- Camarda Wealth Advisory Group · Fleming Island, FL · $150-$1,000/hr · $500-$50,000 flat
- Campbell Asset Management, LLC · Chattanooga, TN · $350/hr
- Carroll Advisory Group · Texarkana, TX · $1,500-$5,000 flat
- Century Management Financial Advisors · Austin, TX · $250/hr · $4,000-$10,000 flat
- CGN Advisors, LLC · Manhattan, KS · $480-$8,000/yr
- Chipser Wealth Management, LLC · Destin, FL · $100-$250/hr · $500-$5,000 flat
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Crafted Finance, LLC · Seattle, WA · $450/hr · $450-$25,000 flat · $250/mo
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Decker Wealth Management, LLC · Nashville, TN · $1,000-$10,000 flat
- DNA Wealth Management LLC · Pensacola, FL · $150/hr · $400-$2,000 flat
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Dougherty Investment Advisors · Spring Hill, FL · Up to $300/hr
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Eden Financial · Aliso Viejo, CA · $300/hr · $300-$4,000 flat · $150-$300/mo
- Elwood & Goetz · Athens, GA · From $250/hr
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Ethos Private Wealth · Coral Gables, FL · $100-$400/hr
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Family Investment Center · St. Joseph, MO · $2,000-$30,000/yr
- Financial Concepts · Columbus, MS · $1,000-$5,000 flat
- Financial Journey LLC · Pensacola, FL · $200/hr · $300-$2,500 flat
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Footlamp · Atlanta, GA · $1,500-$10,000 flat · $10,000-$36,000/yr
- Form Wealth Advisors, LLC · Lake Geneva, WI · $1,000-$4,000 flat
- Freedom Wealth Coaching, LLC · Woodstock, GA · $100-$300/hr · $1,500-$5,000 flat
- George M. Hiller Companies, LLC · Atlanta, GA · $125-$425/hr
- Goodwin Investment Advisory · Woodstock, GA · $375/hr
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Guardian Wealth Management, LLC · Chattanooga, TN · $200/hr · $2,000 flat · Up to $1,200/yr
- Hamilton Capital · Columbus, OH · $2,500 flat
- Hardy Reed, LLC · Tupelo, MS · Up to $250/hr · Up to $10,000 flat
- HMS Investment Advisors · Nashville, TN · $350/hr
- JPG Wealth Management · Marietta, GA · $250/hr · $1,000-$15,000 flat
- Kimery Wealth Management, LLC · Memphis, TN · Up to $350/hr · Up to $10,000 flat
- LKL Advisors · Atlanta, GA · $1,500-$5,000 flat
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Marietta Wealth Management, LLC · Marietta, GA · Up to $350/hr · Up to $10,000 flat
- Mission Creek Capital Partners, Inc. · San Francisco, CA · $250-$350/hr
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- Patriot Investment Management Group Inc · Knoxville, TN · $300/hr · $500-$3,000 flat
- Pearson Investment Management, LLC · Sandy Springs, GA · Up to $200/hr · $1,000-$5,000 flat · 2023 brochure
- Persium Advisors, LLC · Atlanta, GA · $1,000-$10,000 flat · $24,000-$50,000/yr
- Provision Financial Planning · Towson, MD · $325/hr · $1,500-$6,000 flat · $5,000/yr
- Red Door Wealth Management, LLC · Memphis, TN · $1,000-$20,000/yr
- Retirement Management Systems · Leonardtown, MD · $250-$500/hr · Up to $2,500 flat
- Retirement Planning Services · Knoxville, TN · Up to $500/hr
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- RPG Investment Advisory, LLC · Pleasanton, CA · $250/hr · $600-$1,800 flat
- Ruedi Wealth Management, Inc. · Champaign, IL · $250/hr
- Savant Wealth Management · Rockford, IL · $100-$500/hr · $250-$10,000 flat
- Sherrill & Hutchins Financial Advisory Inc · Atlanta, GA · $350/hr · $2,500 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Southern Capital Advisors, LLC · Jackson, TN · $100-$400/hr
- Stone Fortress Wealth Strategies · Huntingdon Valley, PA · Up to $500/hr · Up to $2,500 flat · Up to $12,000/yr
- Tassel Capital Management, Inc · Matthews, NC · Up to $250/hr
- TD Capital Management LLC · Memphis, TN · $300-$375/hr · $1,000-$3,000 flat
- The Keystone Financial Alliance, LLC · Atlanta, GA · $2,500-$10,000 flat
- Together Planning · Gainesville, FL · $300/hr
- Tomlin Financial Advisors, Inc. · Norfolk, VA · $150/hr
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Trufp · Cumming, GA · $175-$250/hr · $1,000-$20,000 flat
- Uptick Partners, LLC · Nacogdoches, TX · $300-$500/hr
- Verdence Capital Advisors, LLC · Hunt Valley, MD · $250-$500/hr · $5,000-$100,000 flat
- Waypoint Wealth Counsel LLC · Atlanta, GA · Up to $100/hr · Up to $12,000 flat
- Wealthview Capital, LLC · Jackson, MS · $150-$500/hr · $1,500-$25,000 flat
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Windemere Advisors, LLC · Valdosta, GA · $176-$225/hr
- Windle Wealth · Oklahoma City, OK · $200/hr
- Windward Wealth Strategies, Inc. · Oshkosh, WI · $200-$400/hr · $1,000-$3,500 flat
- Wiser Wealth Management, Inc · Marietta, GA · $475/hr · $6,750 flat · From $5,000/yr
- YFP Wealth · New Albany, OH · $1,500 flat
Key findings from the filings
- The median hourly rate in Alabama, $266 from 22 firms, is tied for the 18th lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $299.
- The median flat or project fee in Alabama, $5,750 from 15 firms, is the 5th highest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $4,925.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $266/hr | $200- | 22 firms |
| Flat or project fee | $5,750 | $2,050- | 15 firms |
| Subscription (per month) | Too few firms | Range $100- | 6 firms |
| Annual fee | Too few firms | Range $2,400- | 4 firms |
How Alabama compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.