Alexandra Shepis
Francis Financial · New York, New York
Alexandra Shepis is a fee-only financial advisor at Francis Financial in New York, New York, who holds the CFP credential. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Francis Financial |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NY, TX · CRD 6503053 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.francisfinancial.com |
How Alexandra's firm compares
- Francis Financial's average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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Questions about Alexandra
Is Alexandra Shepis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Francis Financial 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, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alexandra Shepis based?
Alexandra Shepis is based in New York, New York.
What credentials does Alexandra Shepis hold?
Alexandra Shepis holds the CFP credential.
Is Alexandra Shepis registered with the SEC?
Yes. Alexandra Shepis is registered as an investment adviser representative in CT, NY and TX (CRD 6503053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Francis Financial manage?
Francis Financial reports $803.2M across 1,048 accounts in assets under management.
How do I contact Alexandra Shepis?
Through Alexandra's website, www.francisfinancial.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.
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