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Find Retirement Advisors for Retirement Planning in Birmingham, Alabama

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Birmingham, Alabama

Last Updated - May 2, 2025

Birmingham has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3595 Grandview Parkway,
Suite 475,
Birmingham, AL 35243 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Cope Private Wealth
CFP^®

Qualifications
Firm CRD# 309351
Series 63

Minimum Assets Required
$500,000

Address

3300 Cahaba Road,
suite 201,
Birmingham, AL 35223 See Details

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Diversified, LLC
CEPA^®, CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3900 Montclair Rd, Suite 200,
Birmingham, AL 35213 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

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

Address

2 Chase Corporate Dr Suite 40,,
Hoover, AL 35244 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Top 4 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1400 Urban Center Drive, Suite 475 Vestavia Hills, AL, 35242-2245	$3,859,253,984	17871	195	A percentage of AUM, Hourly charges, Fixed fees
2	600 Vestavia Parkway, Suite 100 Vestavia Hills, AL, 35216	$578,432,533	1785	9	A percentage of AUM, Hourly charges, Fixed fees
3	2032 Shady Crest Drive, Vestavia Hills, AL, 35216	$139,334,092	213	4	A percentage of AUM, Hourly charges, Fixed fees, Other (PORTION OF THIRD PARTY MANAGER FEES)
4	4553 Pine Tree Circle, Suite 220 Vestavia Hills, AL, 35243	$102,265,682	69	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Birmingham, Alabama

RFG ADVISORY, LLC

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QualificationsFirm CRD# 158401

Assets Under Management $3,859,253,984

No. Of Clients17871

Clients Per Financial Advisor92

RFG ADVISORY, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17871 clients. The team consists of 195 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
Selection for other advisors
Education seminars/workshops

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SUNBURST FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 283605

Assets Under Management $578,432,533

No. Of Clients1785

Clients Per Financial Advisor198

SUNBURST FINANCIAL GROUP, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1785 clients. The team consists of 9 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PMD ADVISORY

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QualificationsFirm CRD# 159443

Assets Under Management $139,334,092

No. Of Clients213

Clients Per Financial Advisor53

PMD ADVISORY is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 213 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PORTION OF THIRD PARTY MANAGER FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

View Full Profile

BLUEWATER WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 330078

Assets Under Management $102,265,682

No. Of Clients69

Clients Per Financial Advisor23

BLUEWATER WEALTH ADVISORS, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 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
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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