Dothan, AL Financial Advisors and Resources



Financial Advisor Firms in Dothan, AL


CAPSOUTH WEALTH MANAGEMENT

Website

(334) 673-8600

2216 W. Main Street

Dothan, AL 36301

SEC#: 801-63509
Years in Business: 17 years

HARBOR FINANCIAL SERVICES, LLC

Website

(334) 500-1160

212 West Troy St

Dothan, AL 36303

SEC#: 801-65811
Years in Business: 15 years

JACKSON THORNTON ASSET MANAGEMENT, LLC

Website

(334) 793-7001

304 Jamestown Boulevard

Dothan, AL 36301

SEC#: 801-61445
Years in Business: 19 years

MCDONALD FINANCIAL SERVICES, LLC

Website

(334) 671-1890

2462 Montgomery Highway

Dothan, AL 36303

SEC#: 801-107431
Years in Business: 5 years

RFG ADVISORY, LLC

Website

(334) 699-3075

3306 Ross Clark Circle, Suite 1

Dothan, AL 36303

SEC#: 801-79153
Years in Business: 7 years


How Retirement-Friendly is Dothan, AL?

  • Population: 67,894
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $157,700
  • Average Monthly Housing Cost: $775
  • Average Household Income: $70,479
  • 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.)


Dothan, AL Financial Advisor FAQs

The key to choosing a good financial advisor is to know how their sales scheme works. Financial advisors have different levels of credentials, and you want one who doesn't charge a commission for any service they provide.
Financial advisors vary widely in terms of hourly rates, so it's difficult to give a number without knowing the details. Some financial advisors charge clients based on their assets under management.
What long-term goals do you have for my investments? Do you offer unbiased advice or is it necessary to buy your products in order to get the best service? How much should I invest in stocks versus bonds versus cash (or other options)? Are you a fiduciary of any kind, and am I sure of this before signing up with you?
A financial advisor gets paid through various ways. For instance, some advisors get a percentage of the assets they manage, while others might get a set fee for each transaction.