RIA Intel›Advisers›Ohio›ALEXANDER FINANCIAL PLANNING, INC.

ALEXANDER FINANCIAL PLANNING, INC.

Advisory

COLUMBUS, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in OH
#592
of 748 advisers by AUM
Average account
$236K
across 436 accounts
AUM per adviser
$34M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$103M
Discretionary %
100%
Clients
166
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$103M
Discretionary AUM$103M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients166
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

AUSTIN CAPITAL MANAGEMENT LTD
CLEVELAND, OH
$103M
-78.7% 1Y
COLLABORATIVE FINANCIAL PARTNERS LLC
COLUMBUS, OH
$103M
+10.4% 1Y
PHILLIPS WEALTH MANAGEMENT LLC
PICKERINGTON, OH
$102M
OMEGA WEALTH PRIVATE CAPITAL LLC
CINCINNATI, OH
$102M
ROBERT LESHNER AND ASSOCIATES, INC.
CINCINNATI, OH
$102M
-7.8% 1Y
STRATEGIC INVESTMENT ADVISORS, LLC
SYLVANIA, OH
$102M
-52.2% 1Y

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