{
  "path": "/advisors/al/flat-fee",
  "url": "https://advisorcensus.com/advisors/al/flat-fee/page/2",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Alabama",
  "filters": {},
  "scope_total": 107,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Alabama?",
      "a": "AdvisorCensus lists 206 investment advisory firms with a principal office in Alabama, from Form ADV filings as of October 2026: 92 SEC-registered, 102 state-registered, and 12 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 Alabama?",
      "a": "77 of the 206 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 Alabama offer financial planning?",
      "a": "124 of the 194 firms in Alabama 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 Alabama 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 77 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 107 investment advisory firms with a principal office in Alabama 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": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Alabama: 107 firms from Form ADV filings as of October 2026.",
  "total_firms": 107,
  "page": 2,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 58,
    "state": 49,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 38
    },
    {
      "code": "percentage_of_aum",
      "count": 103
    },
    {
      "code": "hourly",
      "count": 72
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 107
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 9
    },
    {
      "code": "other",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 34
    },
    {
      "code": "5_to_9",
      "count": 27
    },
    {
      "code": "10_to_19",
      "count": 21
    },
    {
      "code": "20_plus",
      "count": 24
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 31
    },
    {
      "code": "25m_100m",
      "count": 18
    },
    {
      "code": "100m_500m",
      "count": 26
    },
    {
      "code": "500m_1b",
      "count": 13
    },
    {
      "code": "1b_5b",
      "count": 11
    },
    {
      "code": "over_5b",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 137087,
      "name": "Lamont Trading Advisors, Inc.",
      "name_as_filed": "LAMONT TRADING ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/lamont-trading-advisors-inc-huntsville-al-137087",
      "city": "Huntsville",
      "state": "AL",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "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": 326458,
      "name": "LBH Wealth Advisors",
      "name_as_filed": "LBH WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/lbh-wealth-advisors-326458",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107890,
      "name": "Leavell Investment Management, Inc.",
      "name_as_filed": "LEAVELL INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/leavell-investment-management-inc-mobile-al-107890",
      "city": "Mobile",
      "state": "AL",
      "years_registered": 47,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331242,
      "name": "Lifefirst Wealth, LLC",
      "name_as_filed": "LIFEFIRST WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/lifefirst-wealth-llc-huntsville-al-331242",
      "city": "Huntsville",
      "state": "AL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131869,
      "name": "Lipscomb Investment Group, LLC",
      "name_as_filed": "LIPSCOMB INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/lipscomb-investment-group-llc-auburn-al-131869",
      "city": "Auburn",
      "state": "AL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122451,
      "name": "Longview Financial Advisors, Inc.",
      "name_as_filed": "LONGVIEW FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/longview-financial-advisors-inc-huntsville-al-122451",
      "city": "Huntsville",
      "state": "AL",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 335291,
      "name": "Marble Wealth, LLC",
      "name_as_filed": "MARBLE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/marble-wealth-llc-montgomery-al-335291",
      "city": "Montgomery",
      "state": "AL",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 291399,
      "name": "Meddent Solutions",
      "name_as_filed": "MEDDENT SOLUTIONS",
      "url": "https://advisorcensus.com/firm/meddent-solutions-madison-al-291399",
      "city": "Madison",
      "state": "AL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 138240,
      "name": "Mitchell, McLeod, Pugh & Williams, Inc.",
      "name_as_filed": "MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.",
      "url": "https://advisorcensus.com/firm/mitchell-mcleod-pugh-and-williams-inc-mobile-al-138240",
      "city": "Mobile",
      "state": "AL",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324371,
      "name": "Mobile Bay Wealth Management, LLC",
      "name_as_filed": "MOBILE BAY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mobile-bay-wealth-management-llc-mobile-al-324371",
      "city": "Mobile",
      "state": "AL",
      "years_registered": null,
      "raum_band": "25m_100m",
      "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": 339108,
      "name": "Naviant Partners, LLC",
      "name_as_filed": "NAVIANT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/naviant-partners-llc-fairhope-al-339108",
      "city": "Fairhope",
      "state": "AL",
      "years_registered": 0,
      "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": 331622,
      "name": "Next Phase Advisors",
      "name_as_filed": "NEXT PHASE ADVISORS",
      "url": "https://advisorcensus.com/firm/next-phase-advisors-cullman-al-331622",
      "city": "Cullman",
      "state": "AL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 338852,
      "name": "Planalto Financial",
      "name_as_filed": "PLANALTO FINANCIAL",
      "url": "https://advisorcensus.com/firm/planalto-financial-338852",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285993,
      "name": "Plimsoll Financial Planning, LLC",
      "name_as_filed": "PLIMSOLL FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/plimsoll-financial-planning-llc-285993",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 330748,
      "name": "Redesign Wealth Planning",
      "name_as_filed": "REDESIGN WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/redesign-wealth-planning-robertsdale-al-330748",
      "city": "Robertsdale",
      "state": "AL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "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": 165217,
      "name": "RWC Wealth Management, Inc.",
      "name_as_filed": "RWC WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rwc-wealth-management-inc-montgomery-al-165217",
      "city": "Montgomery",
      "state": "AL",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123646,
      "name": "Saliba Asset Management L.L.C.",
      "name_as_filed": "SALIBA ASSET MANAGEMENT L.L.C.",
      "url": "https://advisorcensus.com/firm/saliba-asset-management-l-l-c-huntsville-al-123646",
      "city": "Huntsville",
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    },
    {
      "crd_number": 312537,
      "name": "Smith Thornton Advisors, LLC",
      "name_as_filed": "SMITH THORNTON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/smith-thornton-advisors-llc-huntsville-al-312537",
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    },
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      "name_as_filed": "SOMERSET ADVISORY, LLC",
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      "name_as_filed": "SOUTHERN FINANCIAL GROUP, LLC",
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    },
    {
      "crd_number": 326800,
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      "name_as_filed": "SOUTHERN WEALTH BUILDERS",
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    },
    {
      "crd_number": 337727,
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      "name_as_filed": "STILL WATERS INVESTMENT STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/still-waters-investment-strategies-llc-337727",
      "city": null,
      "state": null,
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    },
    {
      "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",
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    },
    {
      "crd_number": 341077,
      "name": "Strategic Financial LLC",
      "name_as_filed": "STRATEGIC FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/strategic-financial-llc-birmingham-al-341077",
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    },
    {
      "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",
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    },
    {
      "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,
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      ],
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    },
    {
      "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",
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    },
    {
      "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",
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    },
    {
      "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",
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      ],
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    },
    {
      "crd_number": 106926,
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      "url": "https://advisorcensus.com/firm/trust-advisory-group-ltd-birmingham-al-106926",
      "city": "Birmingham",
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      ],
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    },
    {
      "crd_number": 298292,
      "name": "Tucker Financial Group",
      "name_as_filed": "TUCKER FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/tucker-financial-group-montgomery-al-298292",
      "city": "Montgomery",
      "state": "AL",
      "years_registered": 6,
      "raum_band": "100m_500m",
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  ],
  "states": [],
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  "siblings": {
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    "state": {
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      "label": "Financial advisors in Alabama"
    },
    "fee_pages": [
      {
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        "label": "Fee-only financial advisors in Alabama",
        "firm_count": 77
      },
      {
        "path": "/advisors/al/hourly",
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      }
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      {
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        "label": "Flat-fee financial advisors in Huntsville, AL"
      },
      {
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        "label": "Flat-fee financial advisors in Daphne, AL"
      },
      {
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        "label": "Flat-fee financial advisors in Mobile, AL"
      },
      {
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      },
      {
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      },
      {
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        "label": "Flat-fee financial advisors in Dothan, AL"
      },
      {
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        "firm_count": 1,
        "label": "Flat-fee financial advisors in Tuscaloosa, AL"
      }
    ]
  },
  "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"
  }
}
