Alexander Richani
Woodward Financial Advisors, Inc. · Chapel Hill, North Carolina
Alexander Richani is a fee-only financial advisor at Woodward Financial Advisors, Inc. in Chapel Hill, North Carolina, who holds the CFP credential. Alexander charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year).
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Facts
| Firm | Woodward Financial Advisors, Inc. |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year |
| Accepting new clients | Yes |
| Assets under management | $641.5M across 1,084 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6215239 |
| Exams passed | Series 63 (2013) · Series 66 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | woodwardadvisors.com |
| Profile |
How Alexander's firm compares
- Ongoing planning starts at $10,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- Woodward Financial Advisors, Inc.'s average account is about $592,000, from its Form ADV (assets managed divided by 1,084 accounts).
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Questions about Alexander
Is Alexander Richani a fee-only financial advisor?
Yes. Alexander Richani is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alexander's firm.
How does Alexander charge for financial advice?
Alexander charges a percentage of assets and an ongoing planning fee.
How much does Alexander charge?
According to Woodward Financial Advisors, Inc.'s website, checked October 28, 2026: ongoing planning from $10,000 a year.
Where is Alexander Richani based?
Alexander Richani is based in Chapel Hill, North Carolina.
What credentials does Alexander Richani hold?
Alexander Richani holds the CFP credential.
Is Alexander Richani registered with the SEC?
Yes. Alexander Richani is registered as an investment adviser representative in NC (CRD 6215239), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Woodward Financial Advisors, Inc. manage?
Woodward Financial Advisors, Inc. reports $641.5M across 1,084 accounts in assets under management.
How do I contact Alexander Richani?
Through Alexander's website, woodwardadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Woodward Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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