W Wellspent Public advisor graph
Wellspent public graph/Advisors/Alexa Bodel
Advisor

Alexa Bodel

Chalten Fee-Only Advisors Ltd. · Vancouver, British Columbia, Canada

Alexa Bodel is a fee-only financial advisor at Chalten Fee-Only Advisors Ltd. in Vancouver, British Columbia, Canada, who holds the CFA, CFP(Canada & US) and MBA credentials. Alexa charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

Percentage of assetsOne-time planning fee Fee-only CFACFP(Canada & US)MBA

Request an introduction to Alexa →

Specialties

Facts

FirmChalten Fee-Only Advisors Ltd.
Based in Vancouver, British Columbia, Canada
Fee modelPercentage of assets · One-time planning fee
Fees (firm's website)1% a year on the first tier of assets managed
Accepting new clientsYes
CredentialsCFA · CFP(Canada & US) · MBA
Websitewww.chaltenadvisors.com

Request an introduction to Alexa

Tell Alexa a little about what you're looking for. Alexa 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 Alexa

Is Alexa Bodel a fee-only financial advisor?

Yes. Alexa Bodel is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Alexa charge for financial advice?

Alexa charges a percentage of assets and a one-time planning fee.

How much does Alexa charge?

According to Chalten Fee-Only Advisors Ltd.'s website, checked October 28, 2026: 1% a year on the first tier of assets managed.

Where is Alexa Bodel based?

Alexa Bodel is based in Vancouver, British Columbia, Canada.

What does Alexa specialize in?

Alexa's specialties include retirement planning and estate & legacy planning.

What credentials does Alexa Bodel hold?

Alexa Bodel holds the CFA, CFP(Canada & US) and MBA credentials.

How do I contact Alexa Bodel?

Through Alexa's website, www.chaltenadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Chalten Fee-Only Advisors Ltd. website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

See something wrong? Request a correction. Read our methodology.