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).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $372,415
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
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.

IN, OH, TX

Financial Advisors at Alpha Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen T. McElroy
CRD#: 2275110
6221 Riverside Dr., Dublin, OH 43017
93
Wealthminder
score

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.

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