Alpha Financial Partners LLC, based in Lexington, KY, is a small investment advisory firm catering to a diverse clientele. With one office and a team of six dedicated professionals, they offer comprehensive investment advisory services to individuals and employer 401Ks. The firm's three investment advisors possess extensive expertise in managing assets and provide personalized guidance to their clients.
On average, each investment advisor at Alpha Financial Partners oversees approximately $85,700,000 in assets under management, a figure that aligns with industry standards. Their compensation structure encompasses various methods,...
See more
Loading...
Assets Under Mgmt
$257.11M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.