# Alex Offerman

> Alex Offerman is a fee-only financial advisor at Model Wealth in Wheaton, Illinois, who holds the CFP credential. Alex charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,900 a year and one-time plans from $4,200) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/alex-offerman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Model Wealth
- **Based in:** Wheaton, Illinois
- **Fee model:** Hourly; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,900 a year; one-time plans from $4,200; $350 an hour; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $318.2M across 622 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6263464 (https://adviserinfo.sec.gov/individual/summary/6263464)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.modelwealth.com/

## Frequently asked questions

### Is Alex Offerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Model Wealth 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 charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Alex charge?

According to Model Wealth's website, checked October 30, 2026: ongoing planning from $7,900 a year; one-time plans from $4,200; $350 an hour; typically works with clients with $1,000,000 or more.

### Does Alex work with clients virtually?

Yes. Model Wealth says on its website that it works with clients remotely.

### Where is Alex Offerman based?

Alex Offerman is based in Wheaton, Illinois.

### What does Alex specialize in?

Alex's specialties include flat-fee planning and retirement planning. Alex works with retirees and pre-retirees.

### What credentials does Alex Offerman hold?

Alex Offerman holds the CFP credential.

### Is Alex Offerman registered with the SEC?

Yes. Alex Offerman is registered as an investment adviser representative in IL (CRD 6263464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Model Wealth manage?

Model Wealth reports $318.2M across 622 accounts in assets under management.

### How do I contact Alex Offerman?

Through Alex's website, www.modelwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6263464): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.modelwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.