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Find Retirement Advisors for Retirement Planning in Alabama, Montgomery

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

200 Commerce Street,
Montgomery, AL, 36104
$1,673,951,576237014
A percentage of AUM
2

350 Leavell Circle,
Montgomery, AL, 36117
$462,356,0399948
A percentage of AUM, Hourly charges, Fixed fees
3

254 Winton Blount Loop,
Montgomery, AL, 36117
$217,830,66042683
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Montgomery, Alabama

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
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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

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

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