# Heather Lawrence

> Heather Lawrence 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.

Page: https://find.wellspent.co/advisors/heather-lawrence/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Alpha Financial Advisors
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $619.3M across 1,520 accounts
- **Credentials:** CFP
- **CRD:** 5562627 (https://adviserinfo.sec.gov/individual/summary/5562627)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.alphafa.com/

## Frequently asked questions

### Is Heather Lawrence a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Heather 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 Heather charge for financial advice?

Heather's firm, Alpha Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Heather Lawrence based?

Heather Lawrence is based in Charlotte, North Carolina.

### What credentials does Heather Lawrence hold?

Heather Lawrence holds the CFP credential.

### Is Heather Lawrence registered with the SEC?

Yes. Heather Lawrence is registered as an investment adviser representative in NC and TX (CRD 5562627), 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 Heather Lawrence?

Through Heather's website, www.alphafa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5562627): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.