ALEXANDER FINANCIAL PLANNING, INC.

Overview

Alexander Financial Planning, Inc. is an independent registered investment adviser operating under individual ownership. The firm serves both high-net-worth individuals and institutional clients, delivering financial planning and portfolio management across individuals, small businesses and institutional entities. Its advisory services include fee models tied to a percentage of AUM, hourly work and fixed-fee engagements. Investment activity shows a clear tilt toward equities: exchange-traded equities are the single largest asset class under management and the firm lists equities as its stated preference. The firm uses third-party managers for specific alternative exposure (real estate) and supplements equity allocations with mutual funds and annuities where appropriate. Alexander Financial Planning, Inc. does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices