Alexander Kasper
Advisor at Grow With Me
Updated today
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.
About
Alexander Kasper is a financial advisor with Grow With Me, LLC, holding a Series 63 designation and 27 years of industry experience. He has been associated with Grow With Me since 2023 and has maintained an independent advisory practice since 1996. Grow With Me, LLC is a small, state-registered advisory firm managing approximately $57.1 million across 135 client relationships. The firm serves individual, high-net-worth, charitable, and business clients, primarily using passive investment management with index mutual funds and ETFs, supplemented by various analytical approaches and third-party managers. It also offers employee benefit plan advisory services, tax preparation through an Enrolled Agent, and life and health insurance, distinguishing its service offerings among similar firms.
Client services
Based on Grow With Me
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Grow With Me
College savings (529s, UTMA, etc.)
Business sale tax planning
Long-term care insurance
Fee options
Project based financial planning fixed fee ranges from $1,500 to $15,000
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%
Financial planning hourly rate between $150 and $350 per hour
Fee-only: Financial planning fixed fee range $1,500 to $15,000; hourly fees $150 to $350 per hour
Location
Reno, NV
Most active in
Alexander K has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Work history
Grow With Me, Llc
2023 - Present (3 years)
Alexander Kasper
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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John J M
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Caleb L
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Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
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