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 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.
Tuscaloosa has 4 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 31 years of experience.
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
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
Fee-Only, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 309351
Series 63
Minimum Assets Required
$500,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Diversified, LLC
CEPA®, CFP®
Qualifications
Firm CRD# 331709
Series 65
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2200 Jack Warner Parkway, Ne, Suite 300 Tuscaloosa, AL, 35401 | $336,373,964 | 513 | 7 | A percentage of AUM |
QualificationsFirm CRD# 118296
Assets Under Management $336,373,964
No. Of Clients513
Clients Per Financial Advisor73
JMF CAPSTONE WEALTH MANAGEMENT is a financial advisory firm situated in Tuscaloosa, Alabama. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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