Alexander Cohen
3roots Wealth Partners · Scottsdale, Arizona
Alexander Cohen is a fee-only financial advisor at 3roots Wealth Partners in Scottsdale, Arizona, who holds the CFP credential. 3roots Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 3roots Wealth Partners |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.6M across 405 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6692604 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Alexander's firm compares
- 3roots Wealth Partners's average account is about $229,000, from its Form ADV (assets managed divided by 405 accounts).
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Questions about Alexander
Is Alexander Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and 3roots Wealth Partners 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, 3roots Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexander Cohen based?
Alexander Cohen is based in Scottsdale, Arizona.
What credentials does Alexander Cohen hold?
Alexander Cohen holds the CFP credential.
Is Alexander Cohen registered with the SEC?
Yes. Alexander Cohen is registered as an investment adviser representative in AZ and TX (CRD 6692604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 3roots Wealth Partners manage?
3roots Wealth Partners reports $92.6M across 405 accounts in assets under management.
How do I contact Alexander Cohen?
Contact details aren't on file yet. Search for 3roots Wealth Partners.
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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