Advisor at Arete Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arete Wealth Advisors, LLC
Location
Birmingham, AL 35203
Credentials
Series 63, Series 66
Industry experience
32 years
Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
2318 2nd Ave N
Birmingham, AL 35203
Alabama · District of Columbia · Florida · Georgia · South Carolina · Texas
Arete Wealth Advisors LLC
2018 - Present (8 years)
Arete Wealth Management LLC
2018 - Present (8 years)
LPL FInancial, LLC
2011 - 2018 (7 years)
Rfg Advisory Group, Llc
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
Hoover, AL
Plimsoll Financial Planning, LLC
CFP®, Series 63, Series 65
Birmingham, AL
DMC Wealth Management, LLC
Series 66
Birmingham, AL
Sutton Financial Group
CFP®
Vestavia Hills, AL
Four10 Planning
Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
Series 63, Series 65
Birmingham, AL
Anderson Asset Management
CFP®, Series 63
Birmingham, AL
Wesban Financial Consultants, P.C.
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