Aalexander LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,100
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$275
About
AAlexander LLC is a fee-only investment adviser that provides portfolio management, financial planning, and standalone investment strategy consultation to individuals (including high-net-worth and international clients) and small businesses. Services cover nondiscretionary management of publicly traded securities as well as goal-based planning, cash flow and retirement projections, and occasional hourly or flat-fee consulting engagements.
The firm combines fundamental and technical analysis in its investment process, typically favoring long‑term holdings while allowing for short‑term transactions when appropriate, and conducts at least annual formal reviews alongside daily or weekly monitoring of market‑priced holdings. All investment actions require client approval; AAlexander does not exercise discretionary trading authority and offers clients the option to impose investment restrictions.
Noteworthy features include a very small client base and asset level—approximately $1,100 in non‑discretionary assets under management across four clients—which is atypical for independent advisers, and an explicit exclusion of non‑high‑net‑worth retail clients from its target mix. The firm also does not aggregate trades, does not vote client proxies, does not accept commissions, and maintains written cybersecurity and business continuity policies.
Client services
Financial planning
Portfolio management
Aalexander llc also engages in investment strategy consultation services.
Aalexander llc also engages in investment strategy consultation services.
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Flat fees for financial planning projects typically range from $500 to $2,000; flat fees for investment strategy consultation range from $300 to $1,000
$1 - $150,000: 1.50% $150,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.65%
Standard hourly rate of $250 for financial planning and investment strategy consultation
Account minimum: $25,000 Minimum fee: Minimum fee of $500 for hourly financial planning services Fee-only: Fee-only independent investment adviser; no commissions or third-party compensation received
Main office location
Aalexander LLC
Laguna Niguel CA, United States
Number of offices
1
Most active in
Aalexander LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not 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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")