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 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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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 |
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.
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.
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.
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.
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