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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 - April 20, 2024

Birmingham has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

VERIFIED

Jeremy W. Young
Legacy Advisory Group

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

Minimum Assets Required
$0

Address

36 Manning Place,
Suite 200,
Birmingham, AL 35242 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

101 25th Street North,
Suite 100,
Birmingham, AL 35203 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	RFG ADVISORY, LLC 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL, 35242-2245	$2,996,872,822	16034	195	A Percentage of AUM, Hourly charges, Fixed Fees
2	SUNBURST FINANCIAL GROUP, LLC 600 Vestavia Parkway, Suite 100 Vestavia Hills, AL, 35216	$499,964,012	1656	10	A Percentage of AUM, Hourly charges, Fixed Fees
3	PMD ADVISORY 2032 Shady Crest Drive, Vestavia Hills, AL, 35216	$118,182,485	154	4	A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF THIRD PARTY MANAGER FEES)

Information on Top Retirement Planning firms in Birmingham, Alabama

RFG ADVISORY, LLC

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QualificationsFirm CRD# 158401

Assets Under Management $2,996,872,822

No. Of Clients16034

Clients Per Financial Advisor82

RFG ADVISORY, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16034 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
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

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SUNBURST FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 283605

Assets Under Management $499,964,012

No. Of Clients1656

Clients Per Financial Advisor166

SUNBURST FINANCIAL GROUP, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1656 clients. The team consists of 10 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
Portfolio Management for Business
Pension Consulting Services

View Full Profile

PMD ADVISORY

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QualificationsFirm CRD# 159443

Assets Under Management $118,182,485

No. Of Clients154

Clients Per Financial Advisor39

PMD ADVISORY is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 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
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

View Full Profile

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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