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Find Retirement Advisors for Retirement Planning in Huntsville, 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 Huntsville, Alabama
Last Updated - April 11, 2024Huntsville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Huntsville, Alabama have an average of 38 years of experience.
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List of Qualified Retirement Planning Advisors in Huntsville, Alabama
VERIFIEDRon Moody
CFP®, CSA®, CRPC®
Oak Tree Financial Services, LLC
Qualifications
CRD# 1002081
Firm CRD# 6413
Series 7, 8, 63, 65
Minimum Assets Required
$100,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Huntsville, Alabama (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KEEL POINT, LLC 100 Church Street, Suite 500 Huntsville, AL, 35801 | $2,549,034,075 | 4850 | 83 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 2 | SMITH THORNTON ADVISORS, LLC 626 Clinton Avenue West,, Suite 100 Huntsville, AL, 35801 | $663,170,861 | 697 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CLOUD INVESTMENTS, LLC 200 Clinton Ave, Suite 1020 Huntsville, AL, 35801 | $224,000,000 | 1318 | 6 | A Percentage of AUM |
| 4 | LONGVIEW FINANCIAL ADVISORS, INC. 4245 Balmoral Drive, Suite 306 Huntsville, AL, 35801 | $171,154,042 | 722 | 7 | A Percentage of AUM, Fixed Fees |
| 5 | OAK TREE FINANCIAL SERVICES, LLC 120 Holmes Ave., Suite 305 Huntsville, AL, 35801 | $111,915,798 | 349 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Huntsville, Alabama
QualificationsFirm CRD# 127902
Assets Under Management $2,549,034,075
No. Of Clients4850
Clients Per Financial Advisor58
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 4850 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 312537
Assets Under Management $663,170,861
No. Of Clients697
Clients Per Financial Advisor100
SMITH THORNTON ADVISORS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $663M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 7 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
QualificationsFirm CRD# 281915
Assets Under Management $224,000,000
No. Of Clients1318
Clients Per Financial Advisor220
CLOUD INVESTMENTS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1318 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
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 122451
Assets Under Management $171,154,042
No. Of Clients722
Clients Per Financial Advisor103
LONGVIEW FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Huntsville, Alabama. With a nearly $171M assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 clients. The team consists of 7 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
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 175281
Assets Under Management $111,915,798
No. Of Clients349
Clients Per Financial Advisor175
OAK TREE FINANCIAL SERVICES, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 clients. The team consists of 2 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