# Alexandra Demosthenes

> Alexandra Demosthenes is a fee-only financial advisor at Boca Wealth Advisors in Boca Raton, Florida, who holds the CFP credential. Alexandra focuses on retirement planning, tax planning and retirement with concentrated positions. Boca Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexandra-demosthenes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boca Wealth Advisors
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $378.6M across 514 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Retirement with concentrated positions
- **CRD:** 5984852 (https://adviserinfo.sec.gov/individual/summary/5984852)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.iapllc.com

## Frequently asked questions

### Is Alexandra Demosthenes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Boca Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexandra charge for financial advice?

Alexandra's firm, Boca Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Alexandra work with clients virtually?

Yes. Boca Wealth Advisors says on its website that it works with clients remotely.

### Where is Alexandra Demosthenes based?

Alexandra Demosthenes is based in Boca Raton, Florida.

### What does Alexandra specialize in?

Alexandra's specialties include retirement planning, tax planning and retirement with concentrated positions.

### What credentials does Alexandra Demosthenes hold?

Alexandra Demosthenes holds the CFP credential.

### Is Alexandra Demosthenes registered with the SEC?

Yes. Alexandra Demosthenes is registered as an investment adviser representative in FL and TX (CRD 5984852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boca Wealth Advisors manage?

Boca Wealth Advisors reports $378.6M across 514 accounts in assets under management.

### How do I contact Alexandra Demosthenes?

Through Alexandra's website, www.iapllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5984852): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.boca-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.