Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Jemison, AL
Wealthcare Capital Management LLC
Multi-team
Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.
Based on Wealthcare Capital Management LLC
Based on Wealthcare Capital Management LLC
Fixed fee financial planning engagements based on expected effort; ongoing financial planning fees up to $15,000 invoiced quarterly in advance
$0+: Up to 1.85% annually (Management Services; fee may be negotiable and can exceed 1.85% with alternative investments) $0+: Up to 0.25% annually (Investment Strategist / Model Management Services) $0+: Up to 0.65% annually (Retirement Plan Advisory Services)
Certain Advisory Persons earn commissions from insurance product sales, separate and in addition to advisory fees
Financial planning hourly rates from $150 to $400 per hour
Minimum fee: Minimum annual fee of $500, waivable at discretion of Advisor Fee-only: Financial planning fees on hourly basis ($150-$400/hr), fixed fee basis, or ongoing planning fees up to $15,000 quarterly advance invoicing; fees may be negotiable
Jemison, AL
Jemison AL
Advisors at this office
1
Alabama
4 years of industry experience
Wealthcare Capital Management LLC
2024 - Present • 2 years
Jemison, AL
Whalen Wealth Management Inc. DBA Whalen Financial
2023 - 2024 • 1 year
Las Vegas, NV
RFG Advisory
2022 - 2023 • 1 year
Vestavia Hills, AL
RFG Advisory, LLC
2022 - 2023 • 1 year
Vestavia Hills, AL
T3 trading Group, LLC
2020 - 2022 • 2 years
New York, NY
The Frick Collection
2013 - 2022 • 9 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Clanton, AL
Edward Jones
James Edwards Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is president and owner of JEE Holding Company Inc, a corporation that owns the office building used by his Edward Jones practice. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting its services with a large national network of financial advisors and branch offices.
Series 66
Calera, AL
Cetera
Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.
Series 66
Jemison, AL
Cetera
Michael Johns is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera and affiliated entities since 2013, including Regions Bank since the same year. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.
Series 65, Series 63
Clanton, AL
LPL Financial
Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avantax Investment Services, LiveOak Capital Inc, Avantax Advisory Services, and Raymond James & Associates. Outside of advising, he is involved in tax preparation and accounting through McKinney & Lively PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.
Series 66
Clanton, AL
Edward Jones
Renee Green is a financial advisor with Edward Jones in Clanton, AL, holding a Series 66 designation and with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Series 66
Clanton, AL
LPL Financial
Patrick Mckinney is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of industry experience. His prior work includes roles at KPMG LLP and McKinney & Lively, P.C. Patrick is based in Clanton, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from various sources.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")