Alexander Financial Planning, Inc.

Alexander Financial Planning, Inc. (CRD# 121139) is a financial advisory firm headquartered in Columbus, OH. They manage $45,000,000 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Alexander Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thresa R. Alexander
CRD#: 1189542
1570 Fishinger Rd., Suite 200, Columbus, OH 43221
96
Wealthminder
score

Thresa Alexander (CRD# 1189542) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 18 years of experience in the finance industry. Thresa Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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