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.
Birmingham has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Birmingham, 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 | BCR WEALTH STRATEGIES 1952 Urban Center Parkway, Vestavia, AL, 35242-2594 | $329,884,925 | 1076 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | APPROACH RETIREMENT ADVISORS, LLC 3928 Cypress Drive, Suite 150 Vestavia, AL, 35243 | $153,355,075 | 507 | 2 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 119670
Assets Under Management $329,884,925
No. Of Clients1076
Clients Per Financial Advisor83
BCR WEALTH STRATEGIES is a financial advisory firm situated in Vestavia, Alabama. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1076 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166221
Assets Under Management $153,355,075
No. Of Clients507
Clients Per Financial Advisor254
APPROACH RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Vestavia, Alabama. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 507 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.