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 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.
Tuscaloosa has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Tuscaloosa, Alabama have an average of 16 years of experience.
Jeremy W. Young
Legacy Advisory Group
Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65
Minimum Assets Required
$0
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, Insurance Products & Annuities.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | JMF CAPSTONE WEALTH MANAGEMENT 2200 Jack Warner Parkway, Ne, Suite 300 Tuscaloosa, AL, 35401 | $321,732,900 | 460 | 7 | A Percentage of AUM |
QualificationsFirm CRD# 118296
Assets Under Management $321,732,900
No. Of Clients460
Clients Per Financial Advisor66
JMF CAPSTONE WEALTH MANAGEMENT is a financial advisory firm situated in Tuscaloosa, Alabama. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 460 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.