Heather Lawrence
Alpha Financial Advisors · Charlotte, North Carolina
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.
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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 5562627 |
| Exams passed | Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.alphafa.com |
How Heather'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 Heather
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.
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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