Firm
Alpha Zero
Boca Raton, Florida
Fee-only
Alpha Zero at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 8 advisors are listed here; 2 of 8 hold the CFP.
- Its Form ADV reports 17 employees and 421 individual clients, 87 of them high net worth.
- Its average account is about $592,000 (assets it manages divided by its 456 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Boca Raton, Florida |
|---|---|
| Website | alphazerowealth.com |
| [email protected] | |
| Phone | (561) 576-2599 |
Alpha Zero fees
Alpha Zero 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $270 million |
| Individual clients | 334 |
| High-net-worth clients | 87 |
| Accounts managed | 456 |
| Employees | 17 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-124738) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 319050 |