Find a Financial Advisor in Daphne, AL

 

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

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We Only Work With The Best Daphne Financial Advisors


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

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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 Daphne, AL


  • Financial Advisor Close to Daphne, 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 Daphne, 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 Daphne, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Daphne financial advisors.
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How Retirement-Friendly is Daphne, AL?

  • Population: 25,901
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $205,200
  • Average Monthly Housing Cost: $1,219
  • Average Household Income: $87,042
  • 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 Daphne, AL

 

SOUTHERN CAPITAL SERVICES INC

Website

(251) 626-1140

29000 Us Hwy 98
The Summit, Suite 203-B
Daphne, AL 36526

SEC#: 801-111685
Years in Business: 4 years

CHARTER WEALTH MANAGEMENT, INC.

Website

(919) 729-2101

308 Woodbridge Drive

Daphne, AL 36526

SEC#: 801-117854
Years in Business: 1 years

 


Daphne, AL Financial Advisor FAQs

The typical financial advisor charges 1% of all assets under management as a base fee and could charge an additional amount based on how much work is required as well as what kind of services are offered.
Do your research into what type of financial advisor you want before deciding which one to choose. For example, if you want someone who can help with your Investments, look for an Investment-focused advisor. The benefits in finding a competent professional is that these professionals are well prepared in the areas where they specialize in and therefore will better suit your needs in helping you make confident decisions about your finances.
One way to find a good financial advisor in Redlands, California is to ask trusted family and friends whether they have any recommendations for you. You should also try doing some research online and looking for recommended advisors in your area.
Hire a financial advisor before you start investing. With an abundance of available advisors to get advice from, there is no downside to talking over your goals and desired outcome with one or two of them first. This does require time investment but it will save you time down the line when you’re not losing money because you don't know what to do next.