Formula Wealth LLCFinancial advisor in Daphne, AL

Also ranked: #5 of 23 investment advisors in Daphne#3 of 13 wealth managers in Daphne

Formula Wealth LLC is a financial advisor in Daphne, AL, ranked #7 of 61 financial advisors in Daphne and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Daphne, ALUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (901) 262-1281 Website ↗

Key facts

Key facts about Formula Wealth LLC
Phone	(901) 262-1281
Website	formulawealth.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Daphne and 7 towns within 25 miles: Fairhope, Foley, Mobile, Tillmans Corner, Prichard, Gulf Shores and Saraland.

Based in Daphne, ALView on map

Opening hours

Opening hours for Formula Wealth LLC
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Formula Wealth LLC

How is Formula Wealth LLC ranked in Daphne?

Formula Wealth LLC is ranked #7 of 61 financial advisors in Daphne by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Formula Wealth LLC’s hours?

Formula Wealth LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Formula Wealth LLC serve?

Serves Daphne and 7 towns within 25 miles: Fairhope, Foley, Mobile, Tillmans Corner, Prichard, Gulf Shores and Saraland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Formula Wealth LLC?

Formula Wealth LLC has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Formula Wealth LLC?

Call Formula Wealth LLC on (901) 262-1281. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Formula Wealth LLC compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Formula Wealth LLC (this business)	—	72	5.0 (14)	No	No
First Federal Mortgage	#5	73	5.0 (83)	No	No	21.4 mi
Roselyn Spaan, Financial Advisor - Athena Wealth Strategies	#6	73	5.0 (30)	No	No	0.5 mi
Thompson Wealth Management and Life Planning	#8	72	5.0 (53)	—	—	19.7 mi

See all 61 ranked financial advisors in Daphne