Albania Espinal
Alegre Wealth Management, LLC · Radnor, Pennsylvania
Albania Espinal is a fee-only financial advisor at Alegre Wealth Management, LLC in Radnor, Pennsylvania, who holds the CFP credential. Alegre Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alegre Wealth Management, LLC |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6323454 |
| Exams passed | Series 63 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Albania
Is Albania Espinal a fee-only financial advisor?
Yes. Albania Espinal is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Albania's firm.
How does Albania charge for financial advice?
Albania's firm, Alegre Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Albania Espinal based?
Albania Espinal is based in Radnor, Pennsylvania.
What credentials does Albania Espinal hold?
Albania Espinal holds the CFP credential.
Is Albania Espinal registered with the SEC?
Yes. Albania Espinal is registered as an investment adviser representative in PA (CRD 6323454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Albania Espinal?
Contact details aren't on file yet. Search for Alegre Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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