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Find Retirement Advisors for Retirement Planning in Birmingham, Alabama

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.

Finding the Best Retirement Planners in Birmingham, Alabama

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

advisor-photo
vector.svg VERIFIED

Jeremy W. Young
Legacy Advisory Group

Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65

Minimum Assets Required
$0

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

Top 2 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BCR WEALTH STRATEGIES
1952 Urban Center Parkway,
Vestavia, AL, 35242-2594
$329,884,925107613
A Percentage of AUM, Hourly charges, Fixed Fees
2
APPROACH RETIREMENT ADVISORS, LLC
3928 Cypress Drive, Suite 150
Vestavia, AL, 35243
$153,355,0755072
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Birmingham, Alabama

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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