FEE-ONLY PLANNING PROFESSIONALS, LLC

Asset Manager

Founded in Hidden

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BrightScope Issues Top 15 Birmingham Area-Based RIA Firms

SAN DIEGO, CA--(Marketwire - Oct 23, 2012) - BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 15 Registered Investment Advisor (RIA) firms in the Birmingham area ...

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Yahoo Finance
October 23, 2012
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ON THE MOVE: Gaines Grelier, Lauren S. Dango, Jack Little and more

Birmingham's Fee-Only Planning Professionals LLC said Beth Moody has been promoted to adviser. The firm, founded by Stewart H. Welch III, provides financial planning and investment management services on a fee-only basis to clients throughout the United ...

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AL.com Bloggers
August 12, 2012
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Fee Only Planning Professionals LLC

See incorrect or outdated information? If you are an authorized representative of this company you can use our change form to claim and alter this information. A researcher from the Birmingham Business Journal will verify and publish your changes.

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The Business Journals Business directory
December 22, 2013
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Advisers tap into HSAs to fund long term care

Simpson, managing partner at Fee-Only Planning Professionals LLC, a Birmingham, Ala.-based firm that manages $50 million. “You're guaranteeing that the premiums are all paid pretax, and you can probably buy more coverage because you can write it off ...

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Investment News
May 30, 2009
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Henry Clay

For more detailed information on Henry Clay’s conduct, please visit Finra’s BrokerCheck, the SEC’s Investment Adviser Public Disclosure database, or your state’s regulatory agencies.

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USNews
July 15, 2015
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State's low-ranked 529 plan may get overhaul

Eric McClain, public relations director for the association and an associate adviser for Fee-Only Planning Professionals LLC in Birmingham, said he has personally invested in Utah's plan, one of Morningstar's highest-rated 529s, to save for his own ...

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The Business Journal
March 18, 2007
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Callie Jowers

Shaded area represents years of experience for all 4,330 AL advisors. When financial advisors have events in their practice that could influence their ability to advise clients, they’re required to disclose those events to regulators. Such disclosure ...

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USNews
November 21, 2015
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