Find a Financial Advisor in Tuscaloosa County, AL

 

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

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We Only Work With The Best Tuscaloosa County 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 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 Tuscaloosa County, AL


  • Financial Advisor Close to Tuscaloosa County, 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 Tuscaloosa County, 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 Tuscaloosa County, AL

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

  • Population: 207,305
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $175,000
  • Average Monthly Housing Cost: $891
  • Average Household Income: $71,528
  • 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 Tuscaloosa County, AL

 

JMF CAPSTONE WEALTH MANAGEMENT

Website

(205) 349-2050

2200 Jack Warner Parkway, Ne
Suite 300
Tuscaloosa, AL 35401

SEC#: 801-107846
Years in Business: 5 years

SA STONE INVESTMENT ADVISORS INC.

Website

(205) 345-9733

1300 Mcfarland Blvd. Ne
Suite 125
Tuscaloosa, AL 35406

SEC#: 801-80747
Years in Business: 7 years

SA STONE INVESTMENT ADVISORS INC.

Website

(205) 345-9733

1300 Mcfarland Blvd. Ne
Suite 125
Tuscaloosa, AL 35406

SEC#: 801-80747
Years in Business: 7 years

HUNTER LEWIS LLC

Website

(205) 792-9440

3224 Harbor Ridge Way

Tuscaloosa, AL 35406

SEC#: 801-117308
Years in Business: 2 years

HUNTER LEWIS LLC

Website

(205) 792-9440

3224 Harbor Ridge Way

Tuscaloosa, AL 35406

SEC#: 801-117308
Years in Business: 2 years

 


Tuscaloosa County, AL Financial Advisor FAQs

You should ask for their education, work history, professional licenses, areas of expertise and any awards they've received.
A financial advisor has experience helping people like you reach the goals they want. They know how much risk is appropriate for different stages in life, which investments can grow capital while minimizing risks, and what insurance coverage is right for each person’s needs.
Financial advisors are specialised people who, with the help of financial software plus their expertise, analyze your income and expenses to see how you can best improve your financial situation.
Financial advisors can help their clients get started with retirement planning by choosing the appropriate asset allocation for them based on their risk tolerance and objectives.