Alexander Financial Planning, Inc. 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.

Flat or project fee

$350⁠-⁠$500

“Goal Driven Wealth Management (GDWM)  One-Time Set-up Fee Range is $350 to $500  Annual Flat Fee Range is $3,000 to $7,000  Paid on a Monthly Subscription Service – Advice Pay 2.”

Annual fee

$3,000⁠-⁠$7,000/yr

From the same sentence as above.

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

How Alexander Financial Planning, Inc. bills

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

• “Investment Management (Stand-Alone) Clients engaged in Investment Management Services (stand-alone) are billed quarterly, in advance.”
• “Clients under this service are billed in the first month of each quarter.”
• “Clients engaged in Other Advisory Services are billed as services are provided.”

How Alexander Financial Planning, Inc.’s fees compare

• Its flat or project fee of $350-$500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 18 other planners in Columbus that publish a flat or project fee charge less.
• Its annual fee of $3,000-$7,000 spans the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.
• 4 of the 7 other planners in Columbus that publish an annual fee charge less.

About Alexander Financial Planning, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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% a year

Minimum

$8,000 minimum fee (stated in brochure)

Clients

164

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$102,846,865

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121139

Website

X.com/afp43212 (opens in new tab)

Phone

(614) 538-1600

Other planners in Columbus that publish fees

• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Clearmind CapitalColumbus$5,000, $100⁠-⁠$1,200/mo
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000
• Finance 180Columbus$400⁠-⁠$4,000, $3,750/qtr

Compare all 52 planners in Columbus