Alex Spence
Wealth Intelligently Navigated · Greer, South Carolina
Alex Spence is a fee-only financial advisor at Wealth Intelligently Navigated in Greer, South Carolina. Wealth Intelligently Navigated reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alex →
Facts
| Firm | Wealth Intelligently Navigated |
|---|---|
| Based in | Greer, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $532.9M across 1,552 accounts |
| SEC registration | Investment adviser representative in SC · CRD 8308023 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | winwealthadvisors.com |
How Alex's firm compares
- Wealth Intelligently Navigated's average account is about $343,000, from its Form ADV (assets managed divided by 1,552 accounts).
Request an introduction to Alex
Tell Alex a little about what you're looking for. Alex isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alex
Is Alex Spence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Wealth Intelligently Navigated 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 Intelligently Navigated, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Spence based?
Alex Spence is based in Greer, South Carolina.
Is Alex Spence registered with the SEC?
Yes. Alex Spence is registered as an investment adviser representative in SC (CRD 8308023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Intelligently Navigated manage?
Wealth Intelligently Navigated reports $532.9M across 1,552 accounts in assets under management.
How do I contact Alex Spence?
Through Alex's website, winwealthadvisors.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.
See something wrong? Request a correction. Read our methodology.