Top Financial Advisors in Huntsville, Alabama

FinanceHQ’s team of experts conducted thorough research on financial advisors in Huntsville. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Huntsville range from $124M to $5B in AUM, and have an average of 17 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
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Facet Wealth

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About Facet Wealth

Huntsville, ALInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a Baltimore-based financial advisor company founded in 2016. They offer a wide range of services including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of experienced financial experts, they provide objective guidance through a flat fee model, utilizing cutting-edge technology to offer personalized financial solutions to their clients in Huntsville, AL and beyond.

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Avantax Planning Partners

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About Avantax Planning Partners

Huntsville, ALInvestment Advisor Firm
Assets Managed: $5,456,488,469Total Number of Advisors: 239In Business Since: 1983

Avantax Planning Partners is one of the best financial advisors in Huntsville because of their wide array of services. Avantax specializes in tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, cash flow management, and holistic financial planning. Since their founding in 1983, they've been collaborating with trusted tax professionals to tailor financial plans that align with clients' unique life goals and tax-based financial opportunities. Through their partnership with Avantax Financial Planning Consultants, clients receive personalized guidance using their specialized tool, Guidance Planning Strategies (GPS).

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Keel Point

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About Keel Point

Huntsville, ALInvestment Advisor Firm
Assets Managed: $2,549,034,075Total Number of Advisors: 47In Business Since: 2003

Keel Point is a wealth management and financial advisory firm founded in 2003 and headquartered in Huntsville. They specialize in areas such as wealth management, family office services, investment management, retirement planning, and financial advisory. With a client-centric approach and a commitment to ethical practice, Keel Point aims to empower families to achieve their financial goals while making a positive impact on their communities.

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Smith Thornton Advisors

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About Smith Thornton Advisors

Huntsville, ALInvestment Advisor Firm
Assets Managed: $663,170,861Total Number of Advisors: 4In Business Since: 2021

One of the top financial advisors in Huntsville, Smith Thornton Advisors is a distinguished financial advisory firm specializing in personal financial planning, portfolio management, retirement strategies, insurance planning, education saving, estate planning, and retirement plans. With a legacy spanning several decades, they are committed to putting clients first and utilizing a financial architecture approach that combines intricate financial principles with tried-and-true methodologies to provide artful and scientific investment portfolio management. Their comprehensive services and meaningful client relationships have made them the go-to partner for individuals and families seeking financial empowerment since 2021.

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Truewealth Advisors

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About Truewealth Advisors

Huntsville, ALInvestment Advisor Firm
Assets Managed: $306,522,968Total Number of Advisors: 12In Business Since: 2014

TrueWealth Advisors is one of the best Birmingham-based financial advisory firms because it provides clients with comprehensive financial solutions and guidance. Founded in 2014 and headquartered in Huntsville, they specialize in retirement income planning, investment analysis, company-sponsored retirement plans, educational funding, family and business protection planning, asset protection planning, estate planning, and professional resource recommendations.  Through their expertise and dedication to client success, TrueWealth Advisors ensures individuals, professionals, and businesses in Huntsville can confidently navigate their financial journeys.

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Navigation Wealth Management

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About Navigation Wealth Management

Huntsville, ALInvestment Advisor Firm
Assets Managed: $124,068,319Total Number of Advisors: 8In Business Since: 2005

Navigation Wealth Management is a financial advisor company founded in 2005 and headquartered in Ft. Collins, CO. They specialize in financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and college savings. They prioritize customer service, building long-term client relationships, and staying at the forefront of the industry by regularly updating their knowledge and embracing new technologies.

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Frequently Asked Questions

What are the advantages of hiring a local financial advisor in Huntsville?

Hiring a local financial advisor in Huntsville offers several distinct advantages. Local advisors can provide clients with face-to-face consultations, fostering a more personal and tailored approach to financial planning. They have an in-depth understanding of the local financial landscape, including knowledge of the economic conditions, job market, and regional investment opportunities specific to Huntsville. Additionally, they are well-versed in the state's tax laws, ensuring clients can take full advantage of available deductions and credits.

Can a Huntsville-based financial advisor assist with estate planning and wealth transfer strategies in Alabama?

Financial advisors in Huntsville can provide comprehensive assistance with estate planning and wealth transfer strategies tailored to Alabama's specific legal requirements. They can help clients establish wills, trusts, and other estate planning tools that are fully compliant with Alabama state laws. Top Huntsville financial advisors work closely with clients to create strategies that ensure the smooth transition of assets to heirs, minimizing the impact of estate taxes and legal complications.

Are there any specialized retirement planning options or incentives for residents in Huntsville?

Residents of Huntsville have access to specialized retirement planning options and incentives that can help them secure a financially stable future. One notable program is the Retirement Systems of Alabama (RSA), which offers state employees a comprehensive retirement plan. Additionally, Huntsville-based financial advisors can guide clients in taking advantage of state-specific retirement benefits and tax incentives to maximize their retirement savings. These advisors can provide expert advice on creating retirement income streams, investment strategies, and long-term financial planning to help clients achieve their retirement goals.

What role can a Huntsville financial advisor play in managing investments in Alabama's real estate market?

A Huntsville financial advisor can be a valuable resource when investing in Alabama's real estate market. They offer insights into local real estate trends, market conditions, and investment opportunities within the Huntsville area. Advisors can help clients make informed decisions about property purchases, real estate investment trusts (REITs), and other real estate investment vehicles. They can also provide guidance on diversifying real estate holdings to manage risk and enhance the potential for long-term returns.

How can a financial advisor in Huntsville assist with college savings and 529 plans?

A financial advisor in Huntsville can play a crucial role in helping families save for their children's education through 529 college savings plans. They can offer guidance on setting up and managing these plans, considering the unique benefits available in Alabama, such as potential state tax deductions. By working with a local advisor, families can ensure they are making the most of college savings opportunities while tailoring their plans to meet their specific educational goals. Advisors can also help clients explore alternative education funding options and investment strategies to grow their college savings over time.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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