{
  "path": "/advisors/al/birmingham/flat-fee",
  "url": "https://advisorcensus.com/advisors/al/birmingham/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Birmingham, AL",
  "filters": {},
  "scope_total": 50,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Birmingham, AL?",
      "a": "AdvisorCensus lists 99 investment advisory firms with a principal office in the Birmingham metro area, from Form ADV filings as of October 2026: 61 SEC-registered, 28 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Birmingham, AL?",
      "a": "25 of the 99 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Birmingham, AL offer financial planning?",
      "a": "50 of the 89 firms in Birmingham, AL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Birmingham, AL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 50 investment advisory firms with a principal office in the Birmingham metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Birmingham has 99 investment advisory firms with a principal office in the metro area as of October 2026: 61 SEC-registered, 28 state-registered, and 10 exempt reporting advisers. 25 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 30 report under $100 million in regulatory assets under management. The metro area has 465,003 households, 47,639 of them with income of $200,000 or more, or 481 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Birmingham, AL: 50 firms from Form ADV filings as of October 2026.",
  "total_firms": 50,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 37,
    "state": 13,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 14
    },
    {
      "code": "percentage_of_aum",
      "count": 47
    },
    {
      "code": "hourly",
      "count": 31
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 50
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 7
    },
    {
      "code": "5_to_9",
      "count": 18
    },
    {
      "code": "10_to_19",
      "count": 10
    },
    {
      "code": "20_plus",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 11
    },
    {
      "code": "500m_1b",
      "count": 12
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "crd_number": 305021,
      "name": "ADS Wealth Management LLC",
      "name_as_filed": "ADS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ads-wealth-management-llc-hoover-al-305021",
      "city": "Hoover",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138600,
      "name": "Anderson Growth Partners, LLC",
      "name_as_filed": "ANDERSON GROWTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/anderson-growth-partners-llc-birmingham-al-138600",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119670,
      "name": "BCR Wealth Strategies",
      "name_as_filed": "BCR WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/bcr-wealth-strategies-vestavia-al-119670",
      "city": "Vestavia",
      "state": "AL",
      "years_registered": 24,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140515,
      "name": "BHK Investment Advisors",
      "name_as_filed": "BHK INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/bhk-investment-advisors-birmingham-al-140515",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330078,
      "name": "Bluewater Wealth Advisors, LLC",
      "name_as_filed": "BLUEWATER WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bluewater-wealth-advisors-llc-vestavia-hills-al-330078",
      "city": "Vestavia Hills",
      "state": "AL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282792,
      "name": "BMSS Wesson Wealth Solutions",
      "name_as_filed": "BMSS WESSON WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/bmss-wesson-wealth-solutions-birmingham-al-282792",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289972,
      "name": "Booth Financial",
      "name_as_filed": "BOOTH FINANCIAL",
      "url": "https://advisorcensus.com/firm/booth-financial-birmingham-al-289972",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132562,
      "name": "Colefp",
      "name_as_filed": "COLEFP",
      "url": "https://advisorcensus.com/firm/colefp-birmingham-al-132562",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309351,
      "name": "Cope Private Wealth",
      "name_as_filed": "COPE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/cope-private-wealth-birmingham-al-309351",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292000,
      "name": "Diversified Global Investment Strategies, LLC",
      "name_as_filed": "DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/diversified-global-investment-strategies-llc-birmingham-al-292000",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299804,
      "name": "DMC Wealth Management, LLC",
      "name_as_filed": "DMC WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/dmc-wealth-management-llc-birmingham-al-299804",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175336,
      "name": "Dreamwork Financial Group",
      "name_as_filed": "DREAMWORK FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/dreamwork-financial-group-birmingham-al-175336",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286340,
      "name": "Eversource Wealth Advisors, LLC",
      "name_as_filed": "EVERSOURCE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/eversource-wealth-advisors-llc-birmingham-al-286340",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299523,
      "name": "Featheringill Capital, LLC",
      "name_as_filed": "FEATHERINGILL CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/featheringill-capital-llc-birmingham-al-299523",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104948,
      "name": "Highland Associates Inc",
      "name_as_filed": "HIGHLAND ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/highland-associates-inc-birmingham-al-104948",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 39,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310180,
      "name": "Intelus Advisory Group, LLC",
      "name_as_filed": "INTELUS ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/intelus-advisory-group-llc-birmingham-al-310180",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106379,
      "name": "Johnson Sterling, Inc.",
      "name_as_filed": "JOHNSON STERLING, INC.",
      "url": "https://advisorcensus.com/firm/johnson-sterling-inc-birmingham-al-106379",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122683,
      "name": "Kassouf Wealth Advisors, LLC",
      "name_as_filed": "KASSOUF WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kassouf-wealth-advisors-llc-birmingham-al-122683",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 17870,
      "name": "Lanark Financial, Inc.",
      "name_as_filed": "LANARK FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/lanark-financial-inc-birmingham-al-17870",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128373,
      "name": "Mainsail Asset Management, LLC",
      "name_as_filed": "MAINSAIL ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mainsail-asset-management-llc-birmingham-al-128373",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304668,
      "name": "Mayfair Advisory Group, LLC",
      "name_as_filed": "MAYFAIR ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mayfair-advisory-group-llc-birmingham-al-304668",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315545,
      "name": "McKinney Capital, LLC",
      "name_as_filed": "MCKINNEY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/mckinney-capital-llc-birmingham-al-315545",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118896,
      "name": "Meld Financial, Inc.",
      "name_as_filed": "MELD FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/meld-financial-inc-birmingham-al-118896",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106832,
      "name": "Money Management Services Inc",
      "name_as_filed": "MONEY MANAGEMENT SERVICES INC",
      "url": "https://advisorcensus.com/firm/money-management-services-inc-birmingham-al-106832",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309466,
      "name": "Navigate 401K, LLC",
      "name_as_filed": "NAVIGATE 401K, LLC",
      "url": "https://advisorcensus.com/firm/navigate-401k-llc-birmingham-al-309466",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313687,
      "name": "Navigate Private Fund Advisors LLC",
      "name_as_filed": "NAVIGATE PRIVATE FUND ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/navigate-private-fund-advisors-llc-birmingham-al-313687",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173770,
      "name": "Navigate Wealth Management, LLC",
      "name_as_filed": "NAVIGATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/navigate-wealth-management-llc-birmingham-al-173770",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298565,
      "name": "North River Group, LLC",
      "name_as_filed": "NORTH RIVER GROUP, LLC",
      "url": "https://advisorcensus.com/firm/north-river-group-llc-birmingham-al-298565",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335388,
      "name": "Oakworth Asset Management, LLC",
      "name_as_filed": "OAKWORTH ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/oakworth-asset-management-llc-birmingham-al-335388",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159893,
      "name": "Old Oak Advisors, LLC",
      "name_as_filed": "OLD OAK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/old-oak-advisors-llc-vestavia-hills-al-159893",
      "city": "Vestavia Hills",
      "state": "AL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323305,
      "name": "Oneascent Family Offices",
      "name_as_filed": "ONEASCENT FAMILY OFFICES",
      "url": "https://advisorcensus.com/firm/oneascent-family-offices-birmingham-al-323305",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284549,
      "name": "Oneascent Financial Services LLC",
      "name_as_filed": "ONEASCENT FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/oneascent-financial-services-llc-birmingham-al-284549",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308057,
      "name": "Oneascent Wealth Management",
      "name_as_filed": "ONEASCENT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/oneascent-wealth-management-birmingham-al-308057",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107952,
      "name": "Park Place Capital Corporation",
      "name_as_filed": "PARK PLACE CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/park-place-capital-corporation-homewood-al-107952",
      "city": "Homewood",
      "state": "AL",
      "years_registered": 38,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159443,
      "name": "PMD Advisory",
      "name_as_filed": "PMD ADVISORY",
      "url": "https://advisorcensus.com/firm/pmd-advisory-hoover-al-159443",
      "city": "Hoover",
      "state": "AL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110876,
      "name": "Porter White Investment Advisors, Inc.",
      "name_as_filed": "PORTER WHITE INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/porter-white-investment-advisors-inc-birmingham-al-110876",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158401,
      "name": "RFG Advisory, LLC",
      "name_as_filed": "RFG ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/rfg-advisory-llc-vestavia-hills-al-158401",
      "city": "Vestavia Hills",
      "state": "AL",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343852,
      "name": "Somerset Advisory, LLC",
      "name_as_filed": "SOMERSET ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/somerset-advisory-llc-birmingham-al-343852",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142644,
      "name": "Southern Financial Group, LLC",
      "name_as_filed": "SOUTHERN FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/southern-financial-group-llc-birmingham-al-142644",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174182,
      "name": "Stonex Advisors Inc.",
      "name_as_filed": "STONEX ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/stonex-advisors-inc-birmingham-al-174182",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341077,
      "name": "Strategic Financial LLC",
      "name_as_filed": "STRATEGIC FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/strategic-financial-llc-birmingham-al-341077",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283605,
      "name": "Sunburst Financial Group, LLC",
      "name_as_filed": "SUNBURST FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/sunburst-financial-group-llc-vestavia-hills-al-283605",
      "city": "Vestavia Hills",
      "state": "AL",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131477,
      "name": "The McGriff Alliance",
      "name_as_filed": "THE MCGRIFF ALLIANCE",
      "url": "https://advisorcensus.com/firm/the-mcgriff-alliance-birmingham-al-131477",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111273,
      "name": "The Welch Group, LLC",
      "name_as_filed": "THE WELCH GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-welch-group-llc-birmingham-al-111273",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131205,
      "name": "Timberchase Financial, LLC",
      "name_as_filed": "TIMBERCHASE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/timberchase-financial-llc-homewood-al-131205",
      "city": "Homewood",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298838,
      "name": "Truewealth Advisors, LLC",
      "name_as_filed": "TRUEWEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/truewealth-advisors-llc-hoover-al-298838",
      "city": "Hoover",
      "state": "AL",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106926,
      "name": "Trust Advisory Group Ltd",
      "name_as_filed": "TRUST ADVISORY GROUP LTD",
      "url": "https://advisorcensus.com/firm/trust-advisory-group-ltd-birmingham-al-106926",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 32,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331634,
      "name": "Walton Financial",
      "name_as_filed": "WALTON FINANCIAL",
      "url": "https://advisorcensus.com/firm/walton-financial-birmingham-al-331634",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115332,
      "name": "Waverly Advisors, LLC",
      "name_as_filed": "WAVERLY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/waverly-advisors-llc-birmingham-al-115332",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170544,
      "name": "Zora Financial",
      "name_as_filed": "ZORA FINANCIAL",
      "url": "https://advisorcensus.com/firm/zora-financial-birmingham-al-170544",
      "city": "Birmingham",
      "state": "AL",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/al",
      "label": "Financial advisors in Alabama"
    },
    "metro": {
      "path": "/advisors/al/birmingham",
      "label": "Financial advisors in Birmingham, AL"
    },
    "city_pages": [],
    "fee_pages": [
      {
        "path": "/advisors/al/birmingham/fee-only",
        "label": "Fee-only financial advisors in Birmingham, AL",
        "firm_count": 25
      },
      {
        "path": "/advisors/al/birmingham/hourly",
        "label": "Hourly financial advisors in Birmingham, AL",
        "firm_count": 37
      }
    ],
    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/al/flat-fee",
      "label": "Flat-fee financial advisors in Alabama"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}