Tracey Guthrie
Alexander Financial Planning · Columbus, Ohio
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.
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Facts
| Firm | Alexander Financial Planning |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.8M across 436 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7072127 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.alexanderfinancialplanning.com |
How Tracey's firm compares
- Alexander Financial Planning's average account is about $236,000, from its Form ADV (assets managed divided by 436 accounts).
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Questions about Tracey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbus
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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