Alex Budzon
Wealth Advisors Group · Fort Wayne, Indiana
Alex Budzon is a fee-only financial advisor at Wealth Advisors Group in Fort Wayne, Indiana, who holds the CFP credential. Wealth Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Advisors Group |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.34B across 3,297 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6019133 |
| Exams passed | Series 66 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.wealthag.com |
How Alex's firm compares
- Wealth Advisors Group's average account is about $407,000, from its Form ADV (assets managed divided by 3,297 accounts).
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Questions about Alex
Is Alex Budzon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Wealth Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Wealth Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Budzon based?
Alex Budzon is based in Fort Wayne, Indiana.
What credentials does Alex Budzon hold?
Alex Budzon holds the CFP credential.
Is Alex Budzon registered with the SEC?
Yes. Alex Budzon is registered as an investment adviser representative in IN (CRD 6019133), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Advisors Group manage?
Wealth Advisors Group reports $1.34B across 3,297 accounts in assets under management.
How do I contact Alex Budzon?
Through Alex's website, www.wealthag.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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