# Alex Perkins

> Alex Perkins is a fee-only financial advisor at Perkins Wealth Advantage, LLC. in Fishers, Indiana, who holds the CFP credential. Alex focuses on retirement planning, estate & legacy planning and tax planning. Perkins Wealth Advantage, LLC. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alex-perkins/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Perkins Wealth Advantage, LLC.
- **Based in:** Fishers, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $101.3M across 309 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Founders
- **CRD:** 6489886 (https://adviserinfo.sec.gov/individual/summary/6489886)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://perkinswa.com

## Frequently asked questions

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

Yes. Alex Perkins is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Alex's firm.

### How does Alex charge for financial advice?

Alex's firm, Perkins Wealth Advantage, LLC., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Alex work with clients virtually?

Yes. Perkins Wealth Advantage, LLC. says on its website that it works with clients remotely.

### Where is Alex Perkins based?

Alex Perkins is based in Fishers, Indiana.

### What does Alex specialize in?

Alex's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Alex works with retirees, pre-retirees and founders.

### What credentials does Alex Perkins hold?

Alex Perkins holds the CFP credential.

### Is Alex Perkins registered with the SEC?

Yes. Alex Perkins is registered as an investment adviser representative in IN and TX (CRD 6489886), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Perkins Wealth Advantage, LLC. manage?

Perkins Wealth Advantage, LLC. reports $101.3M across 309 accounts in assets under management.

### How do I contact Alex Perkins?

Through Alex's website, perkinswa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48475): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://perkinswa.com/): specialties, clients served, and fees, checked October 28, 2026

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