Providence Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“On occasion, financial planning services may be provided to noninvestment management clients on an hourly rate of $175 or fixed fee basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Providence Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the client made an advance payment, PWA will refund any unearned portion of the advance payment.”
• “All of the below fees are negotiable at the discretion of the managing partner.”
• “In any partial calendar quarter, the fee will be prorated based on the number of days that the account was open during the quarter.”

How Providence Wealth Advisors, LLC’s fees compare

• Its hourly rate of $175 is below the Alabama median of $250. 20% of the 41 other Alabama planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Huntsville that publish an hourly rate charge less.

About Providence Wealth Advisors, LLC

• Principal: Alan L. Bagwell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$375 minimum fee (stated in brochure)

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$49,047,532

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292109

Phone

(256) 213-7738

Other planners in Huntsville that publish fees

• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800
• Capital Stewards, LLCHuntsville$1,500
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Infinity Tax & Financial PlanningHuntsville$150⁠-⁠$500/hr, $250⁠-⁠$5,000
• Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr

Compare all 15 planners in Huntsville