Alexander Financial Planning, Inc.

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Client assets under management

$101,404,003

Clients

164

19% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$618,317

About

Alexander Financial Planning works with individuals, families, trusts, and charitable organizations across life stages, from young professionals to clients preparing for or in retirement. The firm offers fee-only financial life planning, goal-driven and cash-flow–driven wealth management programs, standalone investment management, and short-term transition/project engagements.

Investment work is guided by a written Investment Policy Statement and largely conducted on a discretionary basis, using strategic asset allocation with core-satellite implementations and a mix of passive ETFs and no-load mutual funds. The firm uses independent custodians and reporting platforms, can accept limited power of attorney to place trades (including for held-away employer-plan accounts), and combines regular meetings with quarterly “to-do” check‑ins and annual IPS reviews.

Distinctive features include a common use of flat annual retainer arrangements and clearly differentiated service tracks by life stage rather than relying solely on percentage-of-AUM billing. The firm is a small, founder‑owned practice whose advisors hold several specialized credentials (including transition- and life-planning designations) and which routinely uses Dimensional Fund Advisors funds—an investment line that may limit future fund access if a client moves to an adviser not approved by that provider.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business sale tax planning

Occupation focus

Executive Founder/Business Owner

Demographic focus

Young Professionals Approaching retirement

Fee options

Fixed

Goal Driven Wealth Management annual flat fee $3,000 to $7,000; Cash-Flow Driven Wealth Management annual flat fee $10,000 and up; Financial Life Planning stand-alone minimum fee $8,000; initial set-up fees range from $350 to $600 depending on service

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%

Subscriptions

Goal Driven Wealth Management fees paid monthly via subscription service (Advice Pay)

Other

Minimum fee: $3,000 for Goal Driven Wealth Management, $5,000 for Investment Management Only, $8,000 for Financial Planning Only, $10,000 for Cash Flow Wealth Management (all negotiable) Fee-only: Fee-only compensation, no commissions accepted.

Main office location

Alexander Financial Planning, Inc.

3600 Olentangy River Road, Suite C2

Columbus OH 43214, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 614-538-1600

Advisors at this firm

Nathan S

CFP®, Series 63, Series 65

Columbus, OH

Alexander Financial Planning, Inc.

Nathan Swab is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Alexander Financial Planning, Inc. and has previously held roles at Cambridge Investment Research Advisors, Raymond James Financial Services, and U.S. Bancorp Investments. Alexander Financial Planning, Inc. is a fee-only firm serving individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and focuses on customized financial life planning and investment management using strategic asset allocation with tactical overlays.

Business sale tax planning Executive Founder/Business Owner Young Professionals Approaching retirement

Thresa A

CFP®, Series 63

Columbus, OH

Alexander Financial Planning, Inc.

Thresa Alexander is a CFP® professional with 26 years of industry experience. She has been affiliated with Alexander Financial Planning, Inc. since 1997 and concurrently with Wrp Investments, Inc. since 1998. Alexander Financial Planning, Inc. provides fee-only financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment policy statements through a small team of three advisors.

Business sale tax planning Executive Founder/Business Owner Young Professionals Approaching retirement

Tracey G

Series 65

Columbus, OH

Alexander Financial Planning, Inc.

Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.

Business sale tax planning Executive Founder/Business Owner Young Professionals Approaching retirement

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