# Tracey Guthrie

> Tracey Guthrie is a fee-only financial advisor at Alexander Financial Planning in Columbus, Ohio. Alexander Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Alexander Financial Planning
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $102.8M across 436 accounts
- **CRD:** 7072127 (https://adviserinfo.sec.gov/individual/summary/7072127)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.alexanderfinancialplanning.com

## Frequently asked questions

### Is Tracey Guthrie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and Alexander Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tracey charge for financial advice?

Tracey's firm, Alexander Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tracey Guthrie based?

Tracey Guthrie is based in Columbus, Ohio.

### Is Tracey Guthrie registered with the SEC?

Yes. Tracey Guthrie is registered as an investment adviser representative in OH (CRD 7072127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alexander Financial Planning manage?

Alexander Financial Planning reports $102.8M across 436 accounts in assets under management.

### How do I contact Tracey Guthrie?

Through Tracey's website, www.alexanderfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7072127): 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.