Company Information

Get to know Alexander Financial Planning, Inc.

Founded in 2002 by R.D. "Alex" Alexander, Alexander Financial Planning, Inc. is a Florida-based independent Registered Investment Adviser (RIA). The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in providing fee-only, comprehensive financial planning and wealth management services to individuals, families, and business owners, focusing on long-term goal achievement through tailored investment strategies, retirement planning, and insurance analysis without selling proprietary products or earning commissions.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Alexander Financial Planning, Inc.

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.