# Alfredo Sandoval

> Alfredo Sandoval is a fee-only financial advisor at The Private Investment Group in Kettering, Ohio. The Private Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** The Private Investment Group
- **Based in:** Kettering, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $179.3M across 459 accounts
- **CRD:** 1934240 (https://adviserinfo.sec.gov/individual/summary/1934240)
- **SEC registration:** Investment adviser representative in CA, OH, TX
- **Exams passed:** Series 63 (1989), Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.tpiginc.com

## Frequently asked questions

### Is Alfredo Sandoval a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alfredo holds no broker registration, and The Private Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alfredo charge for financial advice?

Alfredo's firm, The Private Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alfredo Sandoval based?

Alfredo Sandoval is based in Kettering, Ohio.

### Is Alfredo Sandoval registered with the SEC?

Yes. Alfredo Sandoval is registered as an investment adviser representative in CA, OH and TX (CRD 1934240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The Private Investment Group manage?

The Private Investment Group reports $179.3M across 459 accounts in assets under management.

### How do I contact Alfredo Sandoval?

Through Alfredo's website, www.tpiginc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1934240): 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.tpiginc.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.