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ALEXANDER FINANCIAL PLANNING, INC.
CRD 121139
3600 OLENTANGY RIVER ROAD, SUITE C2, COLUMBUS, OH, 43214, United States
Phone
614-538-1600
Fax
614-824-4865
Registration
— (—)
Source
State registered
Total AUM
$102.8M
Discretionary AUM
$102.8M
Team
4 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $46.2M |
| High net worth individuals | 31 | $55.2M |
| Charitable organizations | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD