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.
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.
Jeremy W. Young
Legacy Advisory Group
Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65
Minimum Assets Required
$0
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.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TRUEWEALTH ADVISORS, LLC 2000 Southlake Park, Suite 200 Hoover, AL, 35244 | $306,522,968 | 1142 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | STRAUSS FINANCIAL GROUP 1800 International Park Drive, Suite 190 Hoover, AL, 35243 | $162,000,000 | 724 | 6 | A Percentage of AUM, Hourly charges |
3 | TIMBERCHASE FINANCIAL, LLC 31 Inverness Center Parkway, Suite 100 Hoover, AL, 35242 | $155,816,264 | 706 | 6 | A Percentage of AUM, Fixed Fees |
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.
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.
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.