Find a Financial Planner in Huntsville, AL

 

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We Only Work With The Best Huntsville 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Huntsville, AL


  • Financial Advisor Close to Huntsville, 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

 

How Can a CFP® in Huntsville Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Huntsville area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Huntsville is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.5% of Huntsville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Huntsville area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Huntsville area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Huntsville area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Huntsville area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Alabama has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Huntsville area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Huntsville area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 196,219
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $193,600
  • Average Monthly Housing Cost: $867
  • Average Household Income: $80,877
  • 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 Huntsville, AL


LONGVIEW FINANCIAL ADVISORS, INC.

Website

(256) 534-1196

2430 L&N Drive, Suite A

Huntsville, AL 35801

SEC#: 801-64122
Years in Business: 16 years

KEEL POINT, LLC

Website

(256) 704-5111

100 Church Street
Suite 500
Huntsville, AL 35801

SEC#: 801-62249
Years in Business: 17 years

CLOUD INVESTMENTS, LLC

Website

(256) 715-0094

200 Clinton Ave
Suite 1020
Huntsville, AL 35801

SEC#: 801-112434
Years in Business: 3 years