Alexandra Romero
Aptus Capital Advisors · Fairhope, Alabama
Alexandra Romero is a fee-only financial advisor at Aptus Capital Advisors in Fairhope, Alabama. Aptus Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Alexandra →
Facts
| Firm | Aptus Capital Advisors |
|---|---|
| Based in | Fairhope, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $14.14B across 12,707 accounts |
| SEC registration | Investment adviser representative in AL · CRD 8108232 |
| Exams passed | Series 65 (2025) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.aptuscapitaladvisors.com |
How Alexandra's firm compares
- Aptus Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 12,707 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 Romero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Aptus Capital 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, Aptus Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexandra Romero based?
Alexandra Romero is based in Fairhope, Alabama.
Is Alexandra Romero registered with the SEC?
Yes. Alexandra Romero is registered as an investment adviser representative in AL (CRD 8108232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aptus Capital Advisors manage?
Aptus Capital Advisors reports $14.14B across 12,707 accounts in assets under management.
How do I contact Alexandra Romero?
Through Alexandra's website, www.aptuscapitaladvisors.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
- 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.