CRD: 121139
Alexander Financial Planning, Inc.
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- Custodian
- Charles Schwab & Company · Merrill Lynch · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-1999
- Office Locations
- 2
Office Locations
About Alexander Financial Planning, Inc.
Alexander Financial Planning is a Columbus, Ohio-based, female-owned, independent, fee-only RIA using a flat-fee model. The firm provides financial life planning and investment guidance for individuals and families nationwide, often around major life transitions. Portfolios primarily use ETFs and publicly traded funds, alongside planning support such as tax, estate, insurance, and charitable strategies; custody includes Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
THRESA RENEE ALEXANDER
COMPLIANCE OFFICER, President
- CRD
- #1189542
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Tracey Jean Guthrie
Investment Advisor Representative
- CRD
- #7072127
NATHAN MICHAEL SWAB
Senior Advisor
- CRD
- #5802629
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,846,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,846,865 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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