Alexandra Demosthenes
Boca Wealth Advisors · Boca Raton, Florida
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.
Request an introduction to Alexandra →
Specialties
Facts
| Firm | Boca Wealth Advisors |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $378.6M across 514 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5984852 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.iapllc.com |
How Alexandra's firm compares
- Boca Wealth Advisors's average account is about $737,000, from its Form ADV (assets managed divided by 514 accounts).
Request an introduction to Alexandra
Tell Alexandra a little about what you're looking for. Alexandra 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 Alexandra
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.
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
- Boca Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.