Firm
Alexa Wealth Management
Deep River, Connecticut
Fee-only
Alexa Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 12 of them high net worth.
- Its average account is about $440,000 (assets it manages divided by its 48 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Deep River, Connecticut |
|---|---|
| Website | tomalexa.com |
| Phone | (860) 526-1734 |
Alexa Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"If you have $500,000 or more in investable assets, let's schedule a no-obligation visit" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $21 million |
| Individual clients | 28 |
| High-net-worth clients | 12 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 302021 |