Alp Financial Planning Inc.

Alp Financial Planning Inc. (CRD# 136828) is a financial advisory firm headquartered in Kennewick, WA. They manage $5,500,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $110,000
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

WA

Financial Advisors at Alp Financial Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Roland L. Thompson
CRD#: 1282829
5101 W Clearwater Ave, Ste 200, Kennewick, WA 99336
96
Wealthminder
score

Roland Thompson (CRD# 1282829) is an Investment Advisor Representative working at Alp Financial Planning Inc. in Kennewick, WA and has over 31 years of experience in the finance industry. Roland Thompson 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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