Alex Offerman
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Model Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL
Credentials
CFP®, Series 65
Industry experience
7 years
Alex Offerman is a CFP® with seven years of industry experience, currently serving as a financial advisor at Model Wealth. He has worked at Model Wealth since 2018 and has prior experience with Highpoint Advisor Group, LLC and LPL Financial, LLC. Model Wealth serves individuals, families, estates, trusts, high-net-worth clients, and small businesses, offering fee-only financial planning and wealth management. The firm emphasizes passive, cost- and tax-efficient investment strategies and utilizes technology and professional collaboration to support client portfolios.
Based on Model Wealth
Fixed/project-based fees for financial planning engagements, amount based on estimate of time involved
$400 per hour
Minimum fee: Flat annual fee ranges from $1,000 to $50,000; most clients pay between $7,900 and $12,000 per year Fee-only: Flat annual fee for wealth management; hourly fee of $400/hour for financial planning; fixed/project-based fees also available
Wheaton, IL
Illinois
Model Wealth Inc
2019 - Present (7 years)
Model Wealth Inc
2018 - 2019 (1 year)
Highpoint Advisor Group, LLC
2015 - Present (11 years)
LPL Financial, llc
2014 - Present (12 years)
Aurora University
2012 - 2016 (4 years)
Aurora University
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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