Find a Financial Advisor in Baldwin County, AL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Baldwin County, AL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Baldwin County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Baldwin County, AL


  • Financial Advisor Close to Baldwin County, AL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Baldwin County, AL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Baldwin County, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Baldwin County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Baldwin County, AL?

  • Population: 212,830
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $207,800
  • Average Monthly Housing Cost: $951
  • Average Household Income: $80,986
  • Alabama Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Alabama Property Tax: 1.41% (Lowest in U.S.)
  • Alabama Individual Income Tax: 1.96% (16th Lowest in U.S.)
  • Alabama Sales and Excise Tax: 4.08% (12th Highest in U.S.)



The Top Financial Advisor Firms in Baldwin County, AL

 

BROWN FINANCIAL ADVISORY

Website

(251) 928-9498

54 S. Greeno Road

Fairhope, AL 36532

SEC#: 801-79151
Years in Business: 7 years

APTUS CAPITAL ADVISORS, LLC

Website

(251) 517-7198

265 Young Street

Fairhope, AL 36532

SEC#: 801-107723
Years in Business: 5 years

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Website

(251) 928-8999

50 South Church Street
Suite C
Fairhope, AL 36532

SEC#: 801-23973
Years in Business: 36 years

NBC SECURITIES, INC.

Website

(251) 990-5813

457 Magnolia Avenue

Fairhope, AL 36533

SEC#: 801-58257
Years in Business: 21 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(251) 327-2124

413 Johnson Avenue
Suite #A
Fairhope, AL 36532

SEC#: 801-110709
Years in Business: 4 years

CAPITAL SQUARE, LLC

Website

(251) 338-1184

7 S. Bayview St
Suite C
Fairhope, AL 36532

SEC#: 801-108796
Years in Business: 5 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(251) 327-2124

413 Johnson Avenue
Suite #A
Fairhope, AL 36532

SEC#: 801-110709
Years in Business: 4 years

STONECASTLE CASH MANAGEMENT, LLC

Website

(347) 887-0388

561 Fairhope Avenue
Suite 202 D
Fairhope, AL 36532

SEC#: 801-70257
Years in Business: 12 years

PRIME CAPITAL INVESTMENT ADVISORS, LLC

Website

(251) 327-2124

413 Johnson Avenue
Suite #A
Fairhope, AL 36532

SEC#: 801-110709
Years in Business: 4 years

 


Baldwin County, AL Financial Advisor FAQs

A financial advisor provides advice on personal money matters, including but not limited to retirement, saving for college, risk management and insurance. Financial advisors accomplish this with the goal of helping their clients reach short-term and long-term financial goals.
A financial advisor is a professional who helps people plan for and manage their finances. A financial advisor is someone who puts their clients' interests first and provides them with personalized, considered advice rather than pushing commission-based products on them.
When you have a financial advisor, you will have someone keeping an eye on any new laws or regulations that might affect you personally. Financial professionals are just like doctors in that way- they're there when you need them most!
Seek out advisors who are members of groups like NAPFA - The National Association of Personal Financial Advisors for their fee structure and process. Members adhere to a fiduciary standard meaning they do what they feel is best for their clients.