Alpha Financial Planning, Inc.
Alpha Financial Planning, Inc. (CRD# 269831) is a financial advisory firm headquartered in Dublin, OH. They manage $45,000,000 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$381,356
- 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
Stephen McElroy (CRD# 2275110) is an Investment Advisor Representative working at Alpha Financial Planning, Inc. in Dublin, OH and has over 18 years of experience in the finance industry.