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Financial Planners in Foley, AL: 2026 rankings

24 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Foley: SWAN Capital - Financial Advisor, RFA Score 74/100; 5.0★ from 138 Google reviews.

  2. 22

    Most-reviewed: Bank of America (with Drive-thru ATM), 79 Google reviews at 3.3★, the most of 24 ranked after SWAN Capital - Financial Advisor; ranked #22.

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

24 Foley financial planners are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 24 rated firms.

Top 10 financial planners in Foley 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 planners in Foley at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1SWAN Capital - Financial Advisor745.0★ (138)Daphne, 19 mi awayTop score
2Care Financial715.0★ (38)Fairhope, 13 mi away—
3Brown Financial Advisory - Fairhope, AL714.9★ (44)Fairhope, 15 mi away—
4Gulf Coast Financial Advisors685.0★ (5)Foley—
5Navigator Credit Union684.6★ (47)Daphne, 21 mi away—
6Town Square Wealth Management & Consulting685.0★ (4)Foley—
7Formula Wealth LLC675.0★ (14)Daphne, 14 mi away—
8Town Square Wealth Management & Consulting LLC665.0★ (10)Fairhope, 14 mi away—
9First Horizon Bank - Fairhope, AL - US Hwy 98664.7★ (12)Fairhope, 16 mi away—
10Cornerstone Investment Management & Consulting, LLC665.0★ (12)Daphne, 19 mi away—

All 24 financial planners in Foley, 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.

  2. #2 Care Financial

    Based in Fairhope, 13 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    19973 State Hwy 181 Ste a, Fairhope, AL 36532
    View profile for Care Financial(251) 633-7122

  5. Based in Daphne, 21 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.6★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 47 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28520 US-98, Daphne, AL 36526
    View profile for Navigator Credit Union(800) 344-3281

  12. #12 G H Financial Services

    Based in Gulf Shores, 10 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1544 W 2nd St Suites 114, 117, Gulf Shores, AL 36542
    View profile for G H Financial Services(251) 968-1234

  13. #13 United Community

    Based in Daphne, 21 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 13 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    28000 US-98, Daphne, AL 36526
    View profile for United Community(251) 706-7692

  17. #17 Community Bank

    Based in Daphne, 20 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 13 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    27397 US-98, Daphne, AL 36526
    View profile for Community Bank(251) 338-8200

  21. #21 Peters Financial LLC

    Based in Fairhope, 16 mi away

    63/100RFA Score

    Ranked #21 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
    365 Grand Ave Ste E, Fairhope, AL 36532
    View profile for Peters Financial LLC(251) 340-6161

  24. #24 Horizon Financial

    Based in Daphne, 21 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Timber Way #100, Daphne, AL 36526
    View profile for Horizon Financial(251) 625-2220

Also serving Foley

20 more financial planners 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 planners serving Foley
BusinessGoogle ratingDistance
Alan Ryals Wealth Manager/ Co Founder Ryals Group Wealth ManagementIn Foley
AvailIn Foley
Business Plus CorporationIn Foley
Bussey Capital Management LLC5.0★ (1)In Foley
Clear Capital Partners5.0★ (5)In Foley
Dyken Wealth Strategy5.0★ (1)9 mi
Edward JonesIn Foley
Edward Jones - Financial Advisor: Chantz B Blackmon, AAMS®|CRPC™In Foley
Edward Jones - Financial Advisor: Jason M Kozon, CFP®|AAMS®|CRPC™5.0★ (2)In Foley
Edward Jones - Financial Advisor: Lisa M CooperIn Foley
Financial CoachingIn Foley
Kozon Blackmon Wealth ManagementIn Foley
Merrill Lynch Wealth Management5.0★ (2)16 mi
Pentegra Retirement ServicesIn Foley
Republic Finance2.7★ (28)In Foley
Southern Capital Services Inc4.5★ (2)22 mi
Strategic Wealth Specialists5.0★ (2)15 mi
Thrivent Financial for LutheransIn Foley
Thrivent Financial for LutheransIn Foley
Wells Fargo AdvisorsIn Foley

How we ranked Foley financial planners

We scored 24 Foley financial planners 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 Foley 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Foley: frequently asked questions

Which financial planner has the highest RFA Score in Foley?

By RFA Score, the highest-ranked financial planner in Foley, AL is SWAN Capital - Financial Advisor with an RFA Score of 74/100. It has 5.0★ from 138 Google reviews. Care Financial (#2) and Brown Financial Advisory - Fairhope, AL (#3) follow. We ranked 24 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Foley?

RankedFinancialAdvisors ranks 24 financial planners serving Foley, AL. 2 of them are based in Foley; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Foley financial planners have?

The median Google rating among 24 rated financial planners in Foley is 5.0★, with a median of 9 reviews. SWAN Capital - Financial Advisor has the most, 138 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Foley count in this ranking?

Yes, if they are within 25 mi of the Foley city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Foley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Foley 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 planners 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 Foley

  1. November 2026: RFA Scores recalculated for 24 financial planners serving Foley.

More financial planners and Foley pages