Alpha Financial Planning, Inc.
Alpha Financial Planning, Inc. (CRD# 269831) is a financial advisory firm headquartered in Dublin, OH. They manage $42,455,276 in 114 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts114ACCOUNTS
Average Account Value$372,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, OH, TX
Stephen McElroy (CRD# 2275110) is an Investment Advisor Representative working at Alpha Financial Planning, Inc. in Dublin, OH and has over 17 years of experience in the finance industry.