Firm
Alpha Planning and Financial Services
Solon, Ohio
Fee-only
Alpha Planning and Financial Services at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 218 individual clients, 26 of them high net worth.
- Its average account is about $195,000 (assets it manages divided by its 578 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Solon, Ohio |
|---|---|
| Website | alphaplanners.com |
| Phone | (440) 519-0300 |
Alpha Planning and Financial Services fees
Alpha Planning and Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $113 million |
| Individual clients | 192 |
| High-net-worth clients | 26 |
| Accounts managed | 578 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135159) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 130842 |