How does the advisor help clients – Key Takeaways:
ALEXANDER FINANCIAL PLANNING, INC. offers a range of financial services to its clients, catering to different client types and helping them achieve their financial goals.
Facts and Insights
Established in 2005, ALEXANDER FINANCIAL PLANNING, INC. has over 15 years of experience in the financial industry. It is located in New York City and has a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Total Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $500 | 10 |
| 2020 | $550 | 10 |
| 2021 (as of June 30th) | $600 | 10 |
Financial Services Offered
ALEXANDER FINANCIAL PLANNING, INC. provides a comprehensive set of financial services to its clients, including retirement planning, investment management, tax planning, estate planning, and insurance planning. With a dedicated team of financial advisors, they work closely with clients to develop personalized financial plans and strategies to help them achieve their goals.
Client Types
ALEXANDER FINANCIAL PLANNING, INC. caters to a variety of clients, including high-net-worth individuals, families, and small business owners. They also offer specialized services for executives, entrepreneurs, and retirees.
Fees & Compensation
ALEXANDER FINANCIAL PLANNING, INC. has a fee-based compensation model, which means they charge a percentage of the assets under management as their fee. They also offer hourly or project-based fees for specific financial planning services. This model ensures that their interests are aligned with their clients and encourages a long-term relationship.
Background
The founder and CEO of ALEXANDER FINANCIAL PLANNING, INC. is John Alexander, a Certified Financial Planner (CFP) with over 25 years of experience in the financial services industry. He is also a member of the Financial Planning Association and has a Bachelor’s degree in Finance from New York University.
Financial Advisor Disclosures to Know
It is worth noting that ALEXANDER FINANCIAL PLANNING, INC. has a clean record with no reported disciplinary actions or legal disputes. They are committed to upholding the highest standards of ethics and transparency in their services, ensuring their clients’ best interests are always the top priority.