Alex Perkins
Perkins Wealth Advantage, LLC. · Fishers, Indiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Perkins Wealth Advantage, LLC. |
|---|---|
| Based in | Fishers, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $101.3M across 309 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 6489886 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | perkinswa.com |
| Profile |
How Alex's firm compares
- Perkins Wealth Advantage, LLC.'s average account is about $328,000, from its Form ADV (assets managed divided by 309 accounts).
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Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Perkins Wealth Advantage, LLC. website : specialties, clients served, and fees, checked October 28, 2026
- 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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