Alexander Financial Planning, Inc.

Alexander Financial Planning, Inc. (CRD# 121139) is a financial advisory firm headquartered in Columbus, OH. They manage $60,672,816 in 342 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1621 W. First Avenue, Columbus, OH 43212
https://www.twitter.com/afp43212
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $177,406
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

Financial Advisors at Alexander Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thresa Alexander, financial advisor Columbus OH
Thresa R. Alexander
CRD#: 1189542
1560 Fishinger Rd., Columbus, OH 43221

Thresa Alexander (CRD# 1189542) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 25 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.

2
Tracey Guthrie, financial advisor Columbus OH
Tracey J. Guthrie
CRD#: 7072127
1621 W. First Avenue, Columbus, OH 43212

Tracey Guthrie (CRD# 7072127) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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