# Alexander Financial Planning

Alexander Financial Planning is a RIA based in Columbus.

## Overview

- **Organization type:** RIA
- **Headquarters:** Columbus
- **Assets under management:** Undisclosed
- **Website:** https://alexanderfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/3099784

## Regulatory record

- **CRD number:** 121139
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121139

## About

Alexander Financial Planning, Inc. is a state-registered investment adviser in Columbus, OH. The firm manages approximately $103 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Sectors

- Financial Services

## Questions

### 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.

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Last updated: 2026-07-10T19:20:36.000Z

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