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Financial Advisors in Ozark, AL: 2026 rankings

20 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ozark: First Command Financial Advisor - Christy Meitzler, RFA Score 71/100; 5.0★ from 86 Google reviews.

  2. 7

    Most-reviewed: Heights Finance, 421 Google reviews at 4.9★, the most of 20 ranked; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

20 Ozark financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 20 rated firms.

Top 10 financial advisors in Ozark at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ozark at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1First Command Financial Advisor - Christy Meitzler715.0★ (86)Enterprise, 16 mi awayTop score
2First Command Financial Advisor - Kimberley Foisie, CFP®695.0★ (30)Enterprise, 16 mi away—
3Magnolia Wealth Management685.0★ (45)Dothan, 21 mi away—
4Adam Gamble - COUNTRY Financial Agent684.8★ (13)Enterprise, 10 mi away—
5Edward Jones - Financial Advisor: Derek J Dickens, AAMS®|CKA®674.0★ (4)Ozark—
6Adam Saucer - COUNTRY Financial Agent665.0★ (14)Dothan, 20 mi away—
7Heights Finance654.9★ (421)Enterprise, 14 mi awayMost reviews
8Edward Jones - Financial Advisor: Desmond Douglas, CFP®|AAMS®|CRPC™654.9★ (16)Dothan, 22 mi away—
9Tyndall Federal Credit Union653.9★ (78)Dothan, 19 mi away—
10Hara Financial Services LLC654.6★ (14)Dothan, 20 mi away—

All 20 financial advisors in Ozark, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  7. #7 Heights Finance

    Based in Enterprise, 14 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and review volume: 4.9★ from 421 Google reviews, the most in Ozark.

    • 4.9★ from 421 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1100 Rucker Blvd Ste 2-A, Enterprise, AL 36330
    View profile for Heights Finance(334) 308-1307

  9. #9 Tyndall Federal Credit Union

    Based in Dothan, 19 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.9★ from 78 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 78 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4674 W Main St, Dothan, AL 36305
    View profile for Tyndall Federal Credit Union(334) 792-0952

  12. #12 Reginald A. Rhodes, PC

    Based in Dothan, 20 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    214 Perry Ave, Dothan, AL 36303
    View profile for Reginald A. Rhodes, PC(334) 792-6213

  13. #13 First Command

    Based in Enterprise, 16 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    116 S Main St, Enterprise, AL 36330
    View profile for First Command(334) 347-4238

  15. #15 Avadian Credit Union

    Based in Dothan, 24 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.9★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 12 Google reviews
    Hours
    Mon–Fri 8:45 AM–5 PM · Sat–Sun closed
    Address
    1091 Ross Clark Cir, Dothan, AL 36303
    View profile for Avadian Credit Union(334) 702-8741

  17. #17 Avadian Credit Union

    Based in Dothan, 20 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 50 Google reviews
    Hours
    Mon–Fri 8:45 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2378 W Main St, Dothan, AL 36301
    View profile for Avadian Credit Union(334) 702-8759

  18. #18 Republic Finance

    Based in Enterprise, 15 mi away

    56/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 14 Google reviews, listed on Google as “Loan agency”.

    • 4.6★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1110 Boll Weevil Cir Ste F, Enterprise, AL 36330
    View profile for Republic Finance(334) 347-3092

  19. #19 Republic Finance

    Based in Dothan, 20 mi away

    56/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.7★ from 21 Google reviews, listed on Google as “Loan agency”.

    • 4.7★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2743 Montgomery Hwy Ste 1002, Dothan, AL 36303
    View profile for Republic Finance(334) 792-0405

  20. #20 ZQ Consultancy

    Based in Arlington, 23 mi away

    52/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Business management consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 10 AM–1 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for ZQ Consultancy(445) 254-9168

Also serving Ozark

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ozark
BusinessGoogle ratingDistance
Anexie Financial Group1.0★ (1)19 mi
CapSouth Wealth Management5.0★ (1)21 mi
Carrie Wilson Consulting5.0★ (2)22 mi
Edward Jones - Financial Advisor: Aaron L Jones5.0★ (1)16 mi
Edward Jones - Financial Advisor: Greg Wakefield, CFP®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Kassy Skinner, AAMS®5.0★ (1)16 mi
Edward Jones - Financial Advisor: Les Pinckard5.0★ (1)20 mi
Edward Jones - Financial Advisor: Reid Clark, ChFC®|CLU®5.0★ (1)15 mi
Edward Jones - Financial Advisor: Ron Sommer, CFP®|AAMS®5.0★ (2)22 mi
Edward Jones - Financial Advisor: Will Barnes, AAMS™5.0★ (1)20 mi
Edward Jones InvestmentsIn Ozark
First Command Financial Advisor - Jeff Luther, MBA|CFP®5.0★ (1)16 mi
Merrill Lynch Financial Advisor Alison Creekbaum5.0★ (1)19 mi
ParsonsGroup, LLC5.0★ (1)19 mi
PS Finance Coach10 mi
Raymond James & Associates4.0★ (1)18 mi
Steve Clark - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)21 mi
Task Force Investments8 mi
Wells Fargo AdvisorsIn Ozark
Wiregrass Wealth Management, LLC5.0★ (1)20 mi

How we ranked Ozark financial advisors

We scored 20 Ozark financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ozark data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ozark: frequently asked questions

Which financial advisor has the highest RFA Score in Ozark?

By RFA Score, the highest-ranked financial advisor in Ozark, AL is First Command Financial Advisor - Christy Meitzler with an RFA Score of 71/100. It has 5.0★ from 86 Google reviews. First Command Financial Advisor - Kimberley Foisie, CFP® (#2) and Magnolia Wealth Management (#3) follow. We ranked 20 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ozark?

RankedFinancialAdvisors ranks 20 financial advisors serving Ozark, AL. 1 of them is based in Ozark; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ozark work on weekends?

1 of 20 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Avadian Credit Union (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ozark financial advisors have?

The median Google rating among 20 rated financial advisors in Ozark is 4.9★, with a median of 14 reviews. Heights Finance has the most, 421 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ozark count in this ranking?

Yes, if they are within 25 mi of the Ozark city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ozark ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Ozark a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ozark

  1. November 2026: RFA Scores recalculated for 20 financial advisors serving Ozark.

More financial advisors and Ozark pages

Financial advisors near Ozark