Advisor at Schwab Wealth Advisory
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Firm
Schwab Wealth Advisory
Location
Phoenix, AZ 85016-1215
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Alex Wilson is a CFP® professional with 25 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2017, following several years at USAA Financial Planning Services and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients through the Schwab Wealth Advisory program and related managed account programs. The firm’s recommendations are based on proprietary asset-allocation models and research tools and are delivered within the broader Charles Schwab Corporation ecosystem.
Based on Schwab Wealth Advisory
Based on Schwab Wealth Advisory
Schwab receives commission-based compensation from mutual funds, ETFs, annuities, insurance products, and alternative investments held in accounts; SWAI Representatives do not receive additional compensation based on product recommendations.
Account minimum: $500,000
2423 E. Lincoln Drive
Phoenix, AZ 85016-1215
Arizona · Texas
Schwab Wealth Advisory Inc
2017 - Present (9 years)
Charles Schwab
2017 - Present (9 years)
USAA Financial Planning Services
2016 - 2017 (1 year)
USAA Financial Advisors, Inc.
2016 - 2017 (1 year)
USAA Financial Planning Services
2013 - 2016 (3 years)
USAA Financial Advisors, Inc
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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