Alexander Financial Planning, Inc.

Alexander Financial Planning, Inc. (CRD# 121139) is a financial advisory firm headquartered in Columbus, OH. They manage $69,775,593 in 363 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3600 Olentangy River Road, Suite C2, Columbus, OH 43214
https://www.twitter.com/afp43212
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $192,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Alexander Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thresa Alexander, financial advisor Columbus OH
Thresa R. Alexander
CRD#: 1189542
1560 Fishinger Rd., Columbus, OH 43221

Thresa Alexander (CRD# 1189542) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 26 years of experience in the finance industry.

2
Tracey Guthrie, financial advisor Columbus OH
Tracey J. Guthrie
CRD#: 7072127
3600 Olentangy River Road, Suite C2, Columbus, OH 43214

Tracey Guthrie (CRD# 7072127) is an Investment Advisor Representative working at Alexander Financial Planning, Inc. in Columbus, OH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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