Top financial advisors in Tuscaloosa, AL
We’ve curated a list of the best financial advisors in Tuscaloosa, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$319,009,131
Number of advisors
7 advisors
| $319,009,131 | 7 advisors | |
| 2 |
Assets under management
$66,024,363
Number of advisors
3 advisors
| $66,024,363 | 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 Tuscaloosa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tuscaloosa. 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.
Jmf Capstone Wealth Management
Capstone Wealth Management, LLC d/b/a JMF Capstone Wealth Management is a registered investment adviser based in Tuscaloosa, AL, established in 1999. The firm specializes in managing investment portfolios for individuals, retirement plans, trusts, charitable organizations, and corporations. Capstone's investment strategy is rooted in Modern Portfolio Theory, focusing on long-term diversified portfolios using passively managed mutual funds and ETFs. The firm may also recommend fixed income portfolios and consult on financial planning areas such as tax planning, retirement planning, and trust designs. Clients can have discretionary or non-discretionary accounts, with a minimum annual fee of $5,000. Fees are based on a percentage of assets under management, ranging from 0.35% to 1.25%. Capstone may engage third-party investment managers, with fees varying from 0.03% to 0.47% annually. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Capstone does not vote on client securities but provides advice on proxy voting. The firm does not have any disciplinary information and maintains custody arrangements with qualified custodians. Clients receive quarterly performance reports and have the option to set restrictions on investment decisions. Capstone has no financial commitments impairing its ability to meet client obligations.
$319,009,131 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersFinancial Economics Consulting Group, Inc.
Financial Economics Consulting Group, Inc. is an independent firm founded in 1985 by Stephen W. Reinhart and Robert W. McLeod, Ph.D. The firm specializes in personal investment and financial management, offering fee-only, full-service asset management. They provide consulting services including in-house asset management, individually structured portfolios, and strategic alliances with Charles Schwab. Clients own 100% of their securities, tailored to their needs for potential tax advantages and enhanced satisfaction. FECG emphasizes working as a team with clients to achieve higher returns, offering both discretionary and non-discretionary advisory services. Their investment strategies include common and preferred stocks, ETFs, fixed income investments, and mutual funds. Fees are based on a percentage of assets under management, with quarterly fees calculated based on market value. FECG does not charge performance-based fees and acts as a fiduciary, avoiding conflicts of interest in side-by-side management. Clients include individuals, high net worth individuals, retirement plans, trusts, small businesses, and organizations. FECG has no disciplinary history and provides detailed information on their investment philosophy, methods of analysis, and risk management strategies.
$66,024,363 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesConsulting, Valuation And Expert Services
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 Tuscaloosa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tuscaloosa. 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.
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