Janice McGunnigle
Alpha Financial Advisors, LLC · Charlotte, North Carolina
Janice McGunnigle is a fee-only financial advisor at Alpha Financial Advisors, LLC in Charlotte, North Carolina, who holds the CFP, CTFA and CPA credentials. Alpha Financial Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Financial Advisors, LLC |
|---|---|
| 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 · CTFA · CPA |
| SEC registration | Investment adviser representative in NC, TX · CRD 6847645 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | alphafa.com |
How Janice's firm compares
- Alpha Financial Advisors, LLC's average account is about $407,000, from its Form ADV (assets managed divided by 1,520 accounts).
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Questions about Janice
Is Janice McGunnigle a fee-only financial advisor?
Yes. Janice McGunnigle 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 Janice's firm.
How does Janice charge for financial advice?
Janice's firm, Alpha Financial Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Janice McGunnigle based?
Janice McGunnigle is based in Charlotte, North Carolina.
What credentials does Janice McGunnigle hold?
Janice McGunnigle holds the CFP, CTFA and CPA credentials.
Is Janice McGunnigle registered with the SEC?
Yes. Janice McGunnigle is registered as an investment adviser representative in NC and TX (CRD 6847645), 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 $619.3M across 1,520 accounts in assets under management.
How do I contact Janice McGunnigle?
Through Janice's website, alphafa.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
- 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.
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