Dylan Harnett
Alpha Financial Advisors · Charlotte, North Carolina
Dylan Harnett is a fee-only financial advisor at Alpha Financial Advisors in Charlotte, North Carolina, who holds the CFP credential. Alpha Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Financial Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $619.3M across 1,520 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 7427933 |
| Exams passed | Series 63 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alphafa.com |
How Dylan's firm compares
- Alpha Financial Advisors's average account is about $407,000, from its Form ADV (assets managed divided by 1,520 accounts).
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Questions about Dylan
Is Dylan Harnett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dylan 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 Dylan charge for financial advice?
Dylan's firm, Alpha Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dylan Harnett based?
Dylan Harnett is based in Charlotte, North Carolina.
What credentials does Dylan Harnett hold?
Dylan Harnett holds the CFP credential.
Is Dylan Harnett registered with the SEC?
Yes. Dylan Harnett is registered as an investment adviser representative in NC and TX (CRD 7427933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Financial Advisors manage?
Alpha Financial Advisors reports $619.3M across 1,520 accounts in assets under management.
How do I contact Dylan Harnett?
Through Dylan's website, www.alphafa.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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