Aalexander LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The standard hourly rate is $250, with a minimum fee of $500.”

Flat or project fee

$500⁠-⁠$2,000

“Flat fees for defined financial planning projects typically range from $500 to $2,000, depending on complexity and scope.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aalexander LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The management fee on the initial investment may be billed either in advance or in arrears, based on the terms agreed upon in the client’s advisory agreement.”
• “For partial quarters, fees will be prorated accordingly.”
• “The fee schedule designates the fees payable at each asset level and are combined based on the total account value.”

How Aalexander LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Laguna Niguel that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the California median of $5,000. 12% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Laguna Niguel that publish a flat or project fee charge less.

About Aalexander LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$1,100

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336570

Website

aalexanderllc.com (opens in new tab)

Phone

(949) 742-1503

Other planners in Laguna Niguel that publish fees

• Ehrlich Financial GroupLaguna Niguel$250⁠-⁠$500/hr, $1,500⁠-⁠$10,000
• Pacific Financial Planners, LLCLaguna Niguel$500⁠-⁠$1,000
• Sentient Financial, LLCLaguna Niguel$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Laguna Niguel