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Find Retirement Advisors for Retirement Planning in Huntsville, Alabama

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Huntsville, Alabama

Last Updated - May 15, 2025

Huntsville has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Huntsville, Alabama have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Huntsville, Alabama

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4100 Market Street SW,
Suite 100,
Huntsville, AL 35808 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 4 Retirement Planning firms in Huntsville, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 Church Street, Suite 500 Huntsville, AL, 35801	$2,940,456,131	5548	83	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2	626 Clinton Avenue West, Suite 100 Huntsville, AL, 35801	$735,361,770	765	6	A percentage of AUM, Hourly charges, Fixed fees
3	200 Clinton Ave, Suite 1020 Huntsville, AL, 35801	$299,826,000	1538	6	A percentage of AUM
4	4245 Balmoral Drive, Suite 306 Huntsville, AL, 35801	$180,533,743	696	6	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Huntsville, Alabama

KEEL POINT, LLC

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QualificationsFirm CRD# 127902

Assets Under Management $2,940,456,131

No. Of Clients5548

Clients Per Financial Advisor67

KEEL POINT, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5548 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICE TO THIRD-PARTY RIA)

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SMITH THORNTON ADVISORS, LLC

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QualificationsFirm CRD# 312537

Assets Under Management $735,361,770

No. Of Clients765

Clients Per Financial Advisor128

SMITH THORNTON ADVISORS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $735M assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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CLOUD INVESTMENTS, LLC

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QualificationsFirm CRD# 281915

Assets Under Management $299,826,000

No. Of Clients1538

Clients Per Financial Advisor256

CLOUD INVESTMENTS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1538 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

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LONGVIEW FINANCIAL ADVISORS, INC.

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QualificationsFirm CRD# 122451

Assets Under Management $180,533,743

No. Of Clients696

Clients Per Financial Advisor116

LONGVIEW FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Huntsville, Alabama. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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