Find a Financial Planner in Mobile, AL

 

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

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We Only Work With The Best Mobile 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 Mobile, AL


  • Financial Advisor Close to Mobile, 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 Mobile Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Mobile area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
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 Mobile is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
20.2% of Mobile'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 Mobile area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Mobile area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Mobile area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Mobile 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 is a service offered by many financial advisors, planners, and other professionals in the Mobile area. Typically, it 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 Mobile 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 Mobile, 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 Mobile, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Mobile financial advisors.
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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.)


The Top 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: 0 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