Eric Hess
Alpha Financial Advisors, LLC · McLean, Virginia
Eric Hess is a fee-only financial advisor at Alpha Financial Advisors, LLC in McLean, Virginia, who holds the CFP, ChFC and EA credentials. Eric focuses on tax planning and estate & legacy planning. Alpha Financial Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Eric →
Specialties
Facts
| Firm | Alpha Financial Advisors, LLC |
|---|---|
| Based in | McLean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $218.3M across 156 accounts |
| Credentials | CFP · ChFC · EA |
| SEC registration | Investment adviser representative in VA · CRD 2205896 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | alphafinancialadvisors.com |
How Eric's firm compares
- Alpha Financial Advisors, LLC's average account is about $1.4 million, from its Form ADV (assets managed divided by 156 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Hess a fee-only financial advisor?
Yes. Eric Hess is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric's firm, Alpha Financial Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Hess based?
Eric Hess is based in McLean, Virginia.
What does Eric specialize in?
Eric's specialties include tax planning and estate & legacy planning.
What credentials does Eric Hess hold?
Eric Hess holds the CFP, ChFC and EA credentials.
Is Eric Hess registered with the SEC?
Yes. Eric Hess is registered as an investment adviser representative in VA (CRD 2205896), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Alpha Financial Advisors, LLC manage?
Alpha Financial Advisors, LLC reports $218.3M across 156 accounts in assets under management.
How do I contact Eric Hess?
Through Eric's website, alphafinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Alpha Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.