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Alexander Financial Planning
Alexander Financial Planning is an RIA providing financial planning and investment management to individuals and families.
Alexander Financial Planning
Alexander Financial Planning, Inc. is an SEC-registered investment adviser in Columbus, OH. The firm manages approximately $103 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who are the key principals at Alexander Financial Planning?
The firm does not publicly disclose named principals on its website or in public records. A direct inquiry to the firm or state regulatory filings may reveal the names of its advisors.
What services does Alexander Financial Planning offer?
The firm offers financial planning, investment management, and wealth advisory services to individuals and families. It does not appear to offer specialized services like alternative investments or institutional consulting.
Is Alexander Financial Planning a fiduciary?
As a registered investment advisor (RIA), the firm is required to act as a fiduciary under the Investment Advisers Act of 1940, meaning it must put client interests ahead of its own.
Does Alexander Financial Planning have a minimum asset requirement?
The firm has not publicly disclosed any minimum asset or fee requirements. Potential clients should contact the firm directly for details.
What is the investment philosophy of Alexander Financial Planning?
The firm employs a traditional asset allocation approach using mutual funds, ETFs, and individual equities. It focuses on diversification and risk tolerance management, rather than speculative or alternative strategies.
Is Alexander Financial Planning related to any larger financial institution?
No public records indicate the firm is part of a bank, insurance company, or larger financial holding company. It appears to be an independent RIA.
How does Alexander Financial Planning charge clients?
The firm likely charges a fee based on assets under management (AUM), a flat retainer for financial planning, or an hourly rate. Specific fee structures are not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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