Patricia Alexander
Mission Street Wealth Planning · Pasadena, California
Patricia Alexander is a fee-only financial advisor at Mission Street Wealth Planning in Pasadena, California. Mission Street Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mission Street Wealth Planning |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.1M across 55 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4538337 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | missionstreetwealth.com |
How Patricia's firm compares
- Mission Street Wealth Planning's average account is about $765,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Patricia
Is Patricia Alexander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Mission Street Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Mission Street Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patricia Alexander based?
Patricia Alexander is based in Pasadena, California.
Is Patricia Alexander registered with the SEC?
Yes. Patricia Alexander is registered as an investment adviser representative in CA (CRD 4538337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mission Street Wealth Planning manage?
Mission Street Wealth Planning reports $42.1M across 55 accounts in assets under management.
How do I contact Patricia Alexander?
Through Patricia's website, missionstreetwealth.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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