Waverly Advisors
47yrs
Top advisor by experience in Birmingham
26yrs
Michael Lytle has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Birmingham, Alabama. After 16 years at Highland Associates and three years at Amsouth Asset Management, Michael joined Trust Advisory Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFA designation.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$557,723
Advisors at the firm17
States licensed ?1 state
Services through Trust Advisory Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowTrust Advisory Group LTDCurrent firm
- 2022 – nowStonex Advisors Inc.Current
- 2006 – 2022Highland Associates Inc.Previously
- 2003 – 2006Amsouth Asset Management, Inc.Previously
- 2001 – 2003Amsouth Investment Management Company LLCPreviously
Contact Michael
(800) 292-2411Trust Advisory Group main office 2 Perimeter Park South Suite 500 WestBirmingham, AL 35243Office · Get directions Facebook pageTrust Advisory Group
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Trust Advisory Group at (800) 292-2411 and ask for Michael Lytle. Michael works from the Birmingham, AL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 26 years. More experience than 73% of advisors nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Trust Advisory Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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