Alexander Financial Planning, Inc. at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 164 individual clients, 31 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 436 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | alexanderfinancialplanning.com |
| [email protected] | |
| Phone | (614) 538-1600 |
Questions about Alexander Financial Planning, Inc.
How much does Alexander Financial Planning, Inc. charge?
Alexander Financial Planning, Inc. publishes these prices: ongoing planning: from $3,000 a year. We found this on its website, checked October 28, 2026.
How is Alexander Financial Planning, Inc. paid?
Alexander Financial Planning, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Alexander Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Alexander Financial Planning, Inc., and 2 hold the CFP.
What is the average account at Alexander Financial Planning, Inc.?
Alexander Financial Planning, Inc.'s average account is about $236,000. That's the assets on its Form ADV divided by its 436 accounts.
What does Alexander Financial Planning, Inc. specialize in?
Alexander Financial Planning, Inc.'s advisors and website list flat-fee planning, retirement planning and small business owners.
Does Alexander Financial Planning, Inc. work with clients virtually?
Yes. Alexander Financial Planning, Inc.'s website says it works with clients virtually.
Alexander Financial Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$3,000-$7,000 ANNUAL FEE" source
"$3,000-$7,000 ANNUAL FEE" source
"Alexander Financial Planning utilizes a Flat-Fee structure" source
"The annual fee is billed on a monthly subscription model through AdvicePay." 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 · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 133 |
| High-net-worth clients | 31 |
| Accounts managed | 436 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 121139 |