Find a Financial Advisor in Vestavia Hills, AL

 

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

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We Only Work With The Best Vestavia Hills Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Vestavia Hills, AL


  • Financial Advisor Close to Vestavia Hills, 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 Vestavia Hills, 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 Vestavia Hills, AL

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

  • Population: 34,307
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $379,400
  • Average Monthly Housing Cost: $1,533
  • Average Household Income: $151,691
  • 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 Vestavia Hills, AL

 

SUNBURST FINANCIAL GROUP, LLC

Website

(205) 823-4949

600 Vestavia Parkway
Suite 100
Vestavia Hills, AL 35216

SEC#: 801-107720
Years in Business: 5 years

RFG ADVISORY, LLC

Website

(205) 397-2450

1400 Urban Center Drive
Suite 475
Vestavia Hills, AL 35242

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

TANGLEWOOD LEGACY ADVISORS, LLC

Website

(713) 599-4999

3283 Hillard Drive

Vestavia Hills, AL 35243

SEC#: 801-107793
Years in Business: 5 years

EVERSOURCE WEALTH ADVISORS, LLC

Website

(205) 790-6920

3161 Cahaba Heights Road
Suite 203
Vestavia Hills, AL 35243

SEC#: 801-119192
Years in Business: 1 years

TANGLEWOOD LEGACY ADVISORS, LLC

Website

(713) 599-4999

3283 Hillard Drive

Vestavia Hills, AL 35243

SEC#: 801-107793
Years in Business: 5 years

EVERSOURCE WEALTH ADVISORS, LLC

Website

(205) 790-6920

3161 Cahaba Heights Road
Suite 203
Vestavia Hills, AL 35243

SEC#: 801-119192
Years in Business: 1 years

 


Vestavia Hills, AL Financial Advisor FAQs

The answer to this question will depend on your individual circumstances. An advisor can help someone organize their financial life and set out a plan for the future. But it's important that you take into account all possible external factors such as your age, income, occupation, family situation and level of previous investment experience when determining whether or not you need an advisor.
The price of a financial advisor naturally depends on how much work they'll be able to take on.
A financial advisor is a professional who advises people on how to spend their money. Some advisors focus on retirement income and estate planning, and others offer advice for people who want to raise children or manage their household finances. The majority of financial advisors derive commissions from the products they sell as part of their job.
The professional financial advisor may receive compensation in one or more ways including; fee-based (hourly), commission-based (a percentage) or salary. Compensation for financial advisors varies by practice area, regional location and employer.