Top financial advisors in Hoover, AL
We’ve curated a list of the best financial advisors in Hoover, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$306,522,968
Number of advisors
19 advisors
| $306,522,968 | 19 advisors | |
| 2 |
Assets under management
$155,816,264
Number of advisors
6 advisors
| $155,816,264 | 6 advisors | |
| 3 |
Assets under management
$52,546,593
Number of advisors
3 advisors
| $52,546,593 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hoover, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hoover. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Truewealth Advisors, LLC
TrueWealth Advisors, LLC is a registered investment adviser based in Hoover, Alabama, providing investment advisory services since October 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant discretionary authority for the firm to manage their accounts, allowing for customized investment portfolios. TrueWealth Advisors may use model portfolios developed in-house or through a platform operated by Orion Communities. The firm also offers financial planning and consulting services, addressing various financial needs such as education planning, retirement planning, and asset allocation. Regarding fees, TrueWealth Advisors charges an annual fee based on a percentage of assets under management, with a tiered fee schedule. The firm primarily recommends exchange-traded funds (ETFs), mutual funds, and equities. Clients may receive complimentary financial planning with portfolio management services. The firm does not participate in performance-based fees or side-by-side management. TrueWealth Advisors does not have any disciplinary information or financial conditions that may impair its ability to meet client commitments. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Clients have the option to grant wire transfer and check-writing authority, and the firm may conduct block trades for discretionary accounts. TrueWealth Advisors does not provide financial statements in this brochure as a federally registered investment adviser.
$306,522,968 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsAdvisory ConsultingTimberchase Financial, LLC
Timberchase Financial, LLC, established in 2004 by Bryan Hancock, offers fee-only financial planning and investment management services. The firm caters to individuals, trusts, estates, charitable organizations, and small businesses, operating as a fiduciary under ERISA and the Internal Revenue Code. Clients maintain control over their assets, with Timberchase providing personalized financial planning and investment advice. The firm does not sell commissioned products and charges fees based on a tiered schedule ranging from 0.50% to 1.20% of assets under management. Clients may opt for a fixed fee based on service complexity. Timberchase employs a strategic passive asset allocation strategy, primarily investing in no-load mutual funds and ETFs. The firm does not engage in traditional security analysis and emphasizes risk management, addressing various investment risks such as interest-rate and market risks. Timberchase has no disciplinary history and does not receive compensation from third parties. The firm exercises discretion in trading client accounts and does not vote on client securities. Timberchase maintains constructive custody through a qualified custodian and undergoes annual independent examinations. Clients receive regular performance reports and are encouraged to compare them with custodian statements. The firm does not have financial impairments affecting client commitments. As of December 31, 2024, Timberchase managed approximately $237 million for 122 clients.
$155,816,264 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSouthern Oak Capital, LLC
Southern Oak Capital, LLC is a financial advisory firm based in Hoover, Alabama. It currently has approximately $52,546,593 of assets under management and employs about 3 people. Southern Oak Capital, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$52,546,593 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hoover, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hoover. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.