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Find Retirement Advisors for Retirement Planning in Birmingham, Alabama

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.

Finding the Best Retirement Planners in Birmingham, Alabama

Last Updated - March 22, 2024

Birmingham has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

advisor-photo
vector.svg VERIFIED

Jeremy W. Young
Legacy Advisory Group

Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TRUEWEALTH ADVISORS, LLC
2000 Southlake Park, Suite 200
Hoover, AL, 35244
$306,522,968114219
A Percentage of AUM, Hourly charges, Fixed Fees
2
STRAUSS FINANCIAL GROUP
1800 International Park Drive, Suite 190
Hoover, AL, 35243
$162,000,0007246
A Percentage of AUM, Hourly charges
3
TIMBERCHASE FINANCIAL, LLC
31 Inverness Center Parkway, Suite 100
Hoover, AL, 35242
$155,816,2647066
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Birmingham, Alabama

QualificationsFirm CRD# 298838

Assets Under Management $306,522,968

No. Of Clients1142

Clients Per Financial Advisor60

TRUEWEALTH ADVISORS, LLC is a financial advisory firm situated in Hoover, Alabama. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1142 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 310512

Assets Under Management $162,000,000

No. Of Clients724

Clients Per Financial Advisor121

STRAUSS FINANCIAL GROUP is a financial advisory firm situated in Hoover, Alabama. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 131205

Assets Under Management $155,816,264

No. Of Clients706

Clients Per Financial Advisor118

TIMBERCHASE FINANCIAL, LLC is a financial advisory firm situated in Hoover, Alabama. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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