Flat fee financial advisors in Alabama
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Alabama is $5,088, from 32 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750-$13,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,088 | $2,750-$13,750 | 32 firms |
Flat fee financial advisors in Alabama and their published fees
32 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Capstone Wealth Advisors, LLCAndalusia | $150-$250/hr | $100-$10,000 | Not published |
| Infinity Tax & Financial PlanningHuntsville | $150-$500/hr | $250-$5,000 | Not published |
| Sunburst Financial Group, LLCVestavia Hills | $100-$300/hr | $250-$10,000 | Not published |
| Aja Financial LLCOpelika | Not published | $500-$1,500 | Not published |
| Booth FinancialBirmingham | Not published | $500-$5,000 | Not published |
| Brighthaven Financial AdvisorsHuntsville | $250/hr | $500-$800 | Not published |
| Equip Financial PartnersFairhope | Not published | $500-$50,000 | $416-$3,333/mo |
| Formula WealthFairhope | $250/hr | $500-$3,600 | Not published |
| Gulf Coast Financial AdvisorsFairhope | $150/hr | $500-$50,000 | $1,500-$2,500/yr |
| Invista AdvisorsMontgomery | Not published | $500-$5,000 | Not published |
| Money Management Services IncBirmingham | $50-$500/hr | $500-$10,000 | $25/mo |
| Waverly Advisors, LLCBirmingham | $75-$450/hr | $500-$50,000 | Not published |
| Wilkins Miller Wealth Management, LLCMobile | Not published | $500-$25,000 | Not published |
| Zora FinancialBirmingham | Not published | $500 | $3,600/yr |
| Foresight Financial Advising LLCVestavia | Not published | $750-$2,000 | $200/mo |
| 6TH Street Advisors, LLCDaphne | $150/hr | $1,000-$5,000 | Not published |
| Gantt Financial Advisors, LLCDaphne | $150/hr | $1,000-$4,000 | Not published |
| PMD AdvisoryHoover | $200-$350/hr | $1,000-$15,000 | $1,000/yr |
| BCR Wealth StrategiesVestavia | Not published | $1,500-$10,000 | $6,250/yr |
| Capital Stewards, LLCHuntsville | Not published | $1,500 | Not published |
| Southern Wealth BuildersBirmingham | $250/hr | $1,500-$5,000 | Not published |
| Williams Financial GroupMobile | $150-$350/hr | $1,500-$50,000 | $3,000/yr |
| Planalto FinancialHuntsville | $150/hr | $2,400-$5,000 | $600-$2,400/yr |
| BMSS Wesson Wealth SolutionsBirmingham | $150-$400/hr | $2,500-$25,000 | Not published |
| Cochranmickels Retirement Specialists, LLCHuntsville | $300/hr | $2,500-$5,000 | Not published |
| Eversource Wealth Advisors, LLCBirmingham | $150-$400/hr | $2,500-$25,000 | Not published |
| Allysian Wealth PlanningCullman | $300/hr | $2,700-$36,000 | Not published |
| Capsouth Wealth ManagementDothan | Not published | $3,000-$6,000 | $2,500/yr |
| The Welch Group, LLCBirmingham | Not published | $3,500-$35,000 | Not published |
| Oneascent Family OfficesBirmingham | $125-$500/hr | Up to $15,000 | $1,000-$100,000/yr |
| Oneascent Financial Services LLCBirmingham | $125-$500/hr | Up to $15,000 | $1,000-$100,000/yr |
| Oneascent Wealth ManagementBirmingham | $125-$500/hr | Up to $15,000 | $1,000-$100,000/yr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (56)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Brol Capital Management, LLC, Hampton Cove
- Capstone Global Advisors, LLC, Wedowee
- Colefp, Hoover
- Dreamwork Financial Group, Birmingham
- Kairos Asset Advisory, LLC, Mobile
- Kassouf Wealth Advisors, LLC, Birmingham
- Leavell Investment Management, Inc., Mobile
- Lifefirst Wealth, LLC, Huntsville
- Naviant Partners, LLC, Fairhope
- Navigate Wealth Management, LLC, Birmingham
- Plimsoll Financial Planning, LLC, Hoover
- Redesign Wealth Planning, Robertsdale
- Saliba Asset Management L.L.C., Huntsville
- Southern Financial Group, LLC, Birmingham
- Tulip Financial Planning LLC, Harvest
- Walton Financial, Birmingham
- 1ST & 3RD Investments LLC, Vestavia Hills
- 364 Investing, LLC, Northport
- Ads Wealth Management LLC, Hoover
- Anderson Growth Partners, LLC, Birmingham
- Aptus Capital Advisors, LLC, Fairhope
- Atlantes Financial Advisors, Fairhope
- Axient Investment Advisors LLC, Huntsville
- Blalock Williams, LLC, Alexander City
- Brown Financial Advisory, Fairhope
- Canterbury Capital Wealth Management, LLC, Tuscaloosa
- Cope Private Wealth, Birmingham
- Cork Tree Wealth Partners, LLC, Auburn
- Diversified Global Investment Strategies, LLC, Birmingham
- DMC Wealth Management, LLC, Birmingham
- Dyken Wealth Strategies, Inc., Gulf Shores
- H2ols Wealth Management Solutions LLC, Oneonta
- Halcyon Professional Advisors, Cullman
- Intelus Advisory Group, LLC, Birmingham
- Junkin & Company, Inc., Toney
- KG Consulting Group, Inc., Huntsville
- LBH Wealth Advisors, Meridianville
- Lipscomb Investment Group, LLC, Auburn
- Longview Financial Advisors, Inc., Huntsville
- Mainsail Asset Management, LLC, Birmingham
- Marble Wealth, LLC, Montgomery
- Mayfair Advisory Group, LLC, Birmingham
- Meld Financial, Inc., Birmingham
- Mitchell, Mcleod, Pugh & Williams, Inc., Mobile
- Next Phase Advisors, Cullman
- Oakworth Asset Management, LLC, Birmingham
- Porter White Investment Advisors, Inc., Birmingham
- RFG Advisory, LLC, Vestavia Hills
- RWC Wealth Management, Inc., Montgomery
- Still Waters Investment Strategies LLC, Birmingham
- Strategic Financial LLC, Birmingham
- Timberchase Financial, LLC, Homewood
- Truewealth Advisors, LLC, Hoover
- Tucker Financial Group, Montgomery
- Vaughan Family Financial, Huntsville
- Welon Partners, Montgomery