Top financial advisors in Russellville, AL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're planning for retirement in Russellville, AL, understanding how local property taxes affect your cash flow is crucial. Advisors who overlook this can misjudge your spending power and savings needs.
- Local tax insight. Confirm how they factor Alabama's low property taxes into your retirement budget.
- Cash flow management. Ask how they balance income sources to keep your retirement spending steady.
- Experience with regional markets. Look for advisors familiar with Russellville's economic landscape and cost of living.
- Long-term planning. Ensure they consider how your financial needs may evolve as you age in place.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Austin H
Series 66
Alabaster, AL
First Command Advisory Services
Austin Hulsey offers retirement planning expertise with a focus on passive and active portfolio management, tax-loss harvesting, and wealth management, supported by his Series 66 designation and four years of experience. Operating from a large firm, First Command Advisory Services provides a multi-service platform including financial planning and discretionary asset management, which may offer broader resources compared to smaller local advisors near Russellville.
Experience: 5 years
Avg account: $214,697
-
Lisa L
Series 66
Russellville, AL
Raymond James & Associates
Lisa Link Murphy brings 14 years of experience in general retirement planning and wealth management, operating in Russellville, AL, with a Series 66 designation. Affiliated with Raymond James & Associates, a large firm offering flat-fee structures and institutional consulting, she serves a diverse client base including individuals and public entities, providing tailored financial plans using proprietary research tools.
Experience: 15 years
Avg account: $788,879
-
Robert J
Series 63
Russellville, AL
Edward Jones
Robert Jones brings 24 years of experience in wealth management and tax-loss harvesting, making him well-equipped to address retirement planning challenges in Russellville, AL, including local property tax considerations. As part of Edward Jones, a large firm managing over $1 trillion in assets with a broad client base, he offers a structured fee of up to 1.35% annually and expertise in multi-generational wealth transfer, distinguishing him from smaller local advisors.
Experience: 24 years
Avg account: $246,728
-
David E
Series 63, Series 65
Florence, AL
Cambridge Investment Research Advisors
David Elfenbein brings 28 years of experience in retirement income strategy and annuities, supported by his Series 63 and 65 licenses. Operating from Florence, AL, he offers flat-fee financial planning through Cambridge Investment Research Advisors, a large firm serving diverse clients including business owners and executives, which may provide broader resources compared to local advisors in Russellville.
Experience: 28 years
Avg account: $378,281
-
Andrew C
CFP®, Series 66
Muscle Shoals, AL
LPL Financial
Andrew Clark brings 25 years of experience and CFP® certification, offering retirement planning and wealth management services from Muscle Shoals, AL, near Russellville. His affiliation with LPL Financial provides access to extensive research and diverse client solutions, with flexible flat-fee and hourly pricing, distinguishing him from advisors focused solely on local markets or smaller firms.
Experience: 26 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Russellville, AL
Find advisors by type
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)