Alex Offerman
Model Wealth · Wheaton, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $318.2M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6263464 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modelwealth.com |
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Questions about Alex
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.
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
- Model Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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