ALEXANDER FINANCIAL PLANNING, INC.

ALEXANDER FINANCIAL PLANNING, INC. of COLUMBUS, OH is an SEC-registered investment adviser (CRD 121139). Regulatory assets under management: $102.8M.

Registration

• CRD: 121139
• Type: Registered investment adviser
• Location: 3600 OLENTANGY RIVER ROAD, COLUMBUS, OH, 43214
• Phone: 614-538-1600
• Latest filing: 2026-03-27
• Regulatory AUM: $102.8M
• Discretionary AUM: $102.8M
• Clients: 4
• Accounts: 436

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121139 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search