Edward Coambs
Alpha Financial Advisors · Charlotte, North Carolina
Edward Coambs 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 5198435 |
| Exams passed | Series 63 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alphafa.com |
How Edward'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 Edward
Is Edward Coambs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward 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 Edward charge for financial advice?
Edward's firm, Alpha Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Coambs based?
Edward Coambs is based in Charlotte, North Carolina.
What credentials does Edward Coambs hold?
Edward Coambs holds the CFP credential.
Is Edward Coambs registered with the SEC?
Yes. Edward Coambs is registered as an investment adviser representative in NC and TX (CRD 5198435), 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 Edward Coambs?
Through Edward'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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