Alexander Alonso
Cast Member Financial · Tampa, Florida
Alexander Alonso is a fee-only financial advisor at Cast Member Financial in Tampa, Florida. Cast Member Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cast Member Financial |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.8M across 96 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7806897 |
| Exams passed | Series 66 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alonsofp.com |
How Alexander's firm compares
- Cast Member Financial's average account is about $30,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Alexander
Is Alexander Alonso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Cast Member Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Cast Member Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Alonso based?
Alexander Alonso is based in Tampa, Florida.
Is Alexander Alonso registered with the SEC?
Yes. Alexander Alonso is registered as an investment adviser representative in FL (CRD 7806897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cast Member Financial manage?
Cast Member Financial reports $2.8M across 96 accounts in assets under management.
How do I contact Alexander Alonso?
Through Alexander's website, www.alonsofp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tampa
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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