Alperin Financial Solutions

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Client assets under management

$45,000,000

Clients

47% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$957,447

About

The firm provides investment advisory services to individuals (including high net worth clients) and to corporate clients, offering portfolio management, financial planning, asset-allocation advice, and consulting. It provides both discretionary portfolio management and non-discretionary arrangements and advises on a broad set of investments including mutual funds, ETFs, REITs, private placements, and real estate.

Advice is individualized and may incorporate model portfolios from unaffiliated managers and analytical approaches such as fundamental, technical, cyclical analysis, modern portfolio theory, and ESG considerations. The brochure describes workflows for both discretionary authority and non-discretionary engagements in which clients must approve transactions, and custodial and execution services are arranged through a recommended custodian platform.

Notable for a firm of its size, the adviser is affiliated with a law firm that serves as trustee for certain client accounts and with a title insurance agency, while the principal holds estate-planning credentials and is licensed to sell insurance. Those affiliations allow the firm to integrate legal, trustee, and insurance services into client work but also present potential conflicts of interest (for example, trustee duties and insurance commissions) that the brochure discloses and that clients should consider.

Client services

Financial planning Portfolio management Asset allocation and advisory consulting

Expertise

Real estate investing ESG / Sustainable investing Retirement income strategy

Occupation focus

Founder/Business Owner Attorney

Fee options

Fixed

Fixed fees between $1,500 and $40,000 for stand-alone financial planning, consulting, and asset allocation services.

Percentage

1.0% to 1.5% depending on asset size, service complexity, and administration level

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.

Project-based

Hourly rate of $395 per hour used for calculating refunds of prepaid fees for financial planning if terminated or after 6 months.

Other

Account minimum: No minimum stated; however, the firm notes they may terminate accounts they consider too small to manage effectively based on their sole discretion. Fee-only: Fixed fees ranging from $1,500 to $40,000 for portfolio management (as an alternative to AUM fee), financial planning, and consulting services.

Main office location

Alperin Financial Solutions

500 Viking Drive, Suite 201

Virginia Beach VA 23452, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

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.

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

757-490-3500

Advisors at this firm

Scott A

Series 65

Virginia Beach, VA

Alperin Financial Solutions

Scott Alperin is a financial advisor at Alperin Financial Solutions with three years of industry experience. He holds a Series 65 designation and has prior experience at infinex Investments, Inc. He is also the sole member of Vested Title of Virginia, LLC, a title insurance agency, and serves as an estate attorney at Alperin Law PLLC. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, incorporating a range of investment types and analytical approaches.

Real estate investing ESG / Sustainable investing Retirement income strategy Founder/Business Owner Attorney

Charles R

Series 63, Series 65, Series 66

Virginia Beach, VA

Alperin Financial Solutions

Charles Russell is a financial advisor at Alperin Financial Solutions with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab, Insperity, Spin Modern, MassMutual Life Insurance Company, and Merrill Lynch. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers portfolio management, financial planning, and consulting, utilizing a range of investment approaches and analytical methods while integrating legal, trustee, and insurance services through affiliated entities.

Real estate investing ESG / Sustainable investing Retirement income strategy Founder/Business Owner Attorney

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