Caroline Hess
Alpha Financial Advisors · Mclean, Virginia
Caroline Hess is a fee-only financial advisor at Alpha Financial Advisors in Mclean, Virginia. Alpha Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Financial Advisors |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $218.3M across 156 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8048678 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.alphafinancialadvisors.com |
How Caroline's firm compares
- Alpha Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Caroline
Is Caroline Hess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and Alpha Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, Alpha Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caroline Hess based?
Caroline Hess is based in Mclean, Virginia.
Is Caroline Hess registered with the SEC?
Yes. Caroline Hess is registered as an investment adviser representative in VA (CRD 8048678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Financial Advisors manage?
Alpha Financial Advisors reports $218.3M across 156 accounts in assets under management.
How do I contact Caroline Hess?
Through Caroline's website, www.alphafinancialadvisors.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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