Joseph Alstott
True Private Wealth Advisors · Salem, Oregon
Joseph Alstott is a fee-only financial advisor at True Private Wealth Advisors in Salem, Oregon. True Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | True Private Wealth Advisors |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.43B across 1,592 accounts |
| SEC registration | Investment adviser representative in OR · CRD 4215859 |
| Exams passed | Series 65 (2022) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.stevebinnsgroup.com |
How Joseph's firm compares
- True Private Wealth Advisors's average account is about $896,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Joseph
Is Joseph Alstott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and True Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, True Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Alstott based?
Joseph Alstott is based in Salem, Oregon.
Is Joseph Alstott registered with the SEC?
Yes. Joseph Alstott is registered as an investment adviser representative in OR (CRD 4215859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Private Wealth Advisors manage?
True Private Wealth Advisors reports $1.43B across 1,592 accounts in assets under management.
How do I contact Joseph Alstott?
Through Joseph's website, www.stevebinnsgroup.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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