Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > alabama > montgomery

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Montgomery, 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 Montgomery, Alabama

Last Updated - April 25, 2025

Montgomery 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 Montgomery, Alabama have an average of 25 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Montgomery, Alabama

VERIFIED

Ashley Folkes
CEPA^®, CFP^®, CPWA^®, RICP^®, AEP^®, CRPC^®
Farther

Qualifications
CRD# 3238082
Firm CRD# 302050
Series 7, 24, 31, 51, 53, 63, 66

Minimum Assets Required
Not Specified

Address

2 Chase Corporate Dr Suite 40,,
Hoover, AL 35244 See Details

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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Montgomery, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	200 Commerce Street, Montgomery, AL, 36104	$1,673,951,576	2370	14	A percentage of AUM
2	350 Leavell Circle, Montgomery, AL, 36117	$462,356,039	994	8	A percentage of AUM, Hourly charges, Fixed fees
3	254 Winton Blount Loop, Montgomery, AL, 36117	$217,830,660	4268	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Montgomery, Alabama

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 116091

Assets Under Management $1,673,951,576

No. Of Clients2370

Clients Per Financial Advisor169

JACKSON THORNTON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Montgomery, Alabama. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2370 clients. The team consists of 14 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

INVISTA ADVISORS

Find an Advisor

QualificationsFirm CRD# 282899

Assets Under Management $462,356,039

No. Of Clients994

Clients Per Financial Advisor124

INVISTA ADVISORS is a financial advisory firm situated in Montgomery, Alabama. With a nearly $462M assets under management, the firm specializes in crafting personalized retirement planning solutions for 994 clients. The team consists of 8 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

View Full Profile

TUCKER FINANCIAL GROUP

Find an Advisor

QualificationsFirm CRD# 298292

Assets Under Management $217,830,660

No. Of Clients4268

Clients Per Financial Advisor1423

TUCKER FINANCIAL GROUP is a financial advisory firm situated in Montgomery, Alabama. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4268 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

View Full Profile

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.