Alexander Chandler
Advisor at Base Wealth Management
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 Base Wealth Management
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
Jacksonville, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Alexander Chandler is a CFP® professional with 17 years of industry experience. He is currently with Base Wealth Management in Jacksonville, FL, where he has worked since 2025. His prior experience includes roles at Heritage Financial Advisory, Raymond James Financial Services, Fleishel Financial Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers LLC. Base Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and offers comprehensive financial planning through a team of six advisors.
Based on Base Wealth Management
Fixed fees up to $20,000 for financial planning or consulting, negotiable
up to 1.50% per annum depending on type, complexity, and size of account/relationship
Commissions earned from insurance product sales; no management fees on assets invested in commission-based insurance products
$500 per hour, negotiable
Fee-only: Financial planning and consulting fees up to $20,000 depending on complexity and scope, negotiable; Hourly fees $500 per hour, negotiable
Jacksonville, FL
Florida
Base Wealth Management
2025 - Present (1 year)
Heritage Financial Advisory, LLC
2024 - 2025 (1 year)
Raymond James Financial Services Advisors, Inc.
2023 - 2024 (1 year)
Raymond James Financial Services, Inc.
2023 - 2024 (1 year)
Fleishel Financial Services
2023 - 2024 (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2023 (5 years)
Fidelity
2009 - 2018 (9 years)
Fidelity Brokerage Services LLC
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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