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Find Retirement Advisors for Retirement Planning in Alabama, Mobile

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.

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Top 6 Retirement Planning firms in Mobile, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	210 Saint Joseph Street, Mobile, AL, 36602	$2,487,932,390	2543	37	A percentage of AUM, Fixed fees
2	3605 Springhill Business Park, Suite A Mobile, AL, 36608	$329,663,610	454	5	A percentage of AUM, Hourly charges, Fixed fees
3	2616-A Dauphin Street, Mobile, AL, 36606	$277,766,543	491	5	A percentage of AUM, Hourly charges, Fixed fees
4	41 West Interstate 65, Service Road North, Suite 400 Mobile, AL, 36608	$220,080,000	521	3	A percentage of AUM, Fixed fees
5	3800 Airport Blvd, Suite 306 Mobile, AL, 36608	$148,758,694	276	2	A percentage of AUM, Hourly charges, Fixed fees
6	1009 Downtowner Blvd, Mobile, AL, 36609	$148,597,561	399	3	A percentage of AUM

Information on Top Retirement Planning firms in Mobile, Alabama

LEAVELL INVESTMENT MANAGEMENT, INC.

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QualificationsFirm CRD# 107890

Assets Under Management $2,487,932,390

No. Of Clients2543

Clients Per Financial Advisor69

LEAVELL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2543 clients. The team consists of 37 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
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (EDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS)

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AULL & MONROE

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QualificationsFirm CRD# 104830

Assets Under Management $329,663,610

No. Of Clients454

Clients Per Financial Advisor91

AULL & MONROE is a financial advisory firm situated in Mobile, Alabama. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 clients. The team consists of 5 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

Portfolio management for individuals and/or small businesses

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WILLIAMS FINANCIAL GROUP

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QualificationsFirm CRD# 310008

Assets Under Management $277,766,543

No. Of Clients491

Clients Per Financial Advisor98

WILLIAMS FINANCIAL GROUP is a financial advisory firm situated in Mobile, Alabama. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 5 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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WILKINS MILLER WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 162222

Assets Under Management $220,080,000

No. Of Clients521

Clients Per Financial Advisor174

WILKINS MILLER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mobile, Alabama. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 521 clients. The team consists of 3 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

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N.D. PITMAN & COMPANY, INC.

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QualificationsFirm CRD# 121180

Assets Under Management $148,758,694

No. Of Clients276

Clients Per Financial Advisor138

N.D. PITMAN & COMPANY, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 276 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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RETIREMENT ADVISORS, INC.

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QualificationsFirm CRD# 122122

Assets Under Management $148,597,561

No. Of Clients399

Clients Per Financial Advisor133

RETIREMENT ADVISORS, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSET ALLOCATION SERVICES)

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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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