Mobile, AL Financial Advisors and Resources



Financial Advisor Firms in Mobile, AL


RETIREMENT ADVISORS, INC.

Website

(251) 344-0707

1009 Downtowner Blvd

Mobile, AL 36609

SEC#: 801-112649
Years in Business: 3 years

WILLIAMS FINANCIAL GROUP

Website

(251) 473-2120

2566 Dauphin Street

Mobile, AL 36606

SEC#: 801-119410
Years in Business: 1 years

N.D. PITMAN & COMPANY, INC.

Website

(251) 345-7748

3800 Airport Blvd
Suite 306
Mobile, AL 36608

SEC#: 801-64499
Years in Business: 16 years

LEAVELL INVESTMENT MANAGEMENT, INC.

Website

(251) 433-3709

210 Saint Joseph Street

Mobile, AL 36602

SEC#: 801-14752
Years in Business: 42 years

HARBOR FINANCIAL SERVICES, LLC

Website

(251) 650-0840

Rsa Battlehouse Tower
11 North Water Street, Ste 21290
Mobile, AL 36602

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

SANDIFER WEALTH MANAGEMENT, INC.

Website

(251) 340-1984

3615 Old Shell Road

Mobile, AL 36608

SEC#: 801-79414
Years in Business: 7 years

AULL & MONROE

Website

(251) 342-3339

3605 Springhill Business Park Suite A

Mobile, AL 36608

SEC#: 801-35841
Years in Business: 31 years

CETERA INVESTMENT ADVISERS LLC

Website

(800) 598-9891

11 North Water Street

Mobile, AL 36602

SEC#: 801-20406
Years in Business: 37 years

HIGHLAND CAPITAL MANAGEMENT, LLC

Website

(901) 761-9500

2459 Eslava Creek Blvd

Mobile, AL 36606

SEC#: 801-8762
Years in Business: 49 years


How Retirement-Friendly is Mobile, AL?

  • Population: 190,432
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $134,900
  • Average Monthly Housing Cost: $858
  • Average Household Income: $62,345
  • 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.)


Mobile, AL Financial Advisor FAQs

When it comes to selecting an advisor, the most important consideration is to make sure they specialize in what you need. There are many different types of advisors out there; it's up to you to figure out which one would be best for your needs.
The more money that an individual makes, the more a financial advisor typically costs. Not only is there a price difference related to income but a significant amount of further due diligence is required with higher networth clients.
This can depend on the financial advisor, their strategy and the type of account. Some advisors charge flat fees to handle complex accounts like 401(k)s, while others might charge a higher fee for targeted services such as estate planning.
Financial advisors are experts in finance, investing, and tax planning. They typically specialize in one or more of these areas and offer services such as portfolio management for investment accounts, retirement plan management, investments analysis, estate planning including trusts and wills.