Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CAPSOUTH WEALTH MANAGEMENT 2216 W. Main Street, Dothan, AL, 36301 | $661,007,213 | 1679 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH) |
2 | MAGNOLIA WEALTH MANAGEMENT LLC 1535 Honeysuckle Road, Dothan, AL, 36305 | $116,664,577 | 679 | 5 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 132517
Assets Under Management $661,007,213
No. Of Clients1679
Clients Per Financial Advisor76
CAPSOUTH WEALTH MANAGEMENT is a financial advisory firm situated in Dothan, Alabama. With a nearly $661M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1679 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297598
Assets Under Management $116,664,577
No. Of Clients679
Clients Per Financial Advisor136
MAGNOLIA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Dothan, Alabama. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 679 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.