Alex Van Iderstine
Laffer Tengler Investments · Scottsdale, Arizona
Alex Van Iderstine is a fee-only financial advisor at Laffer Tengler Investments in Scottsdale, Arizona, who holds the CFA credential. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laffer Tengler Investments |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.1M across 767 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6783028 |
| Exams passed | Series 63 (2017) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | laffertengler.com |
How Alex's firm compares
- Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Alex
Is Alex Van Iderstine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Laffer Tengler Investments 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, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Van Iderstine based?
Alex Van Iderstine is based in Scottsdale, Arizona.
What credentials does Alex Van Iderstine hold?
Alex Van Iderstine holds the CFA credential.
Is Alex Van Iderstine registered with the SEC?
Yes. Alex Van Iderstine is registered as an investment adviser representative in AZ and TX (CRD 6783028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laffer Tengler Investments manage?
Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.
How do I contact Alex Van Iderstine?
Through Alex's website, laffertengler.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.
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