Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Dawsonville, GA
Equitable Advisors
Institution
Alexander Sankowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His career includes prior roles at Stifel Independent Advisors, TIAA-CREF, PNC Wealth Management, and Natcity Investments. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and provides ERISA fiduciary services, utilizing both proprietary and third-party solutions.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Dawsonville, GA
Dawsonville GA
Advisors at this office
1
Georgia · North Carolina
29 years of industry experience
Stifel Independent Advisors, LLC
2026 - Present • 1 year
Dawsonville, GA
EQUITABLE
2019 - Present • 7 years
Charlotte, NC
Equitable Advisors
2019 - Present • 7 years
New York, NY
AxA Advisors
2019 - 2020 • 1 year
New York, NY
AXA Equitable
2019 - 2020 • 1 year
Charlotte, NC
TIAA-CREF
2016 - 2019 • 3 years
Charlotte, NC
Tiaa
2016 - 2019 • 3 years
Charlotte, NC
PNC Wealth Management
2009 - 2016 • 7 years
Natcity Investments, Inc.
2008 - 2009 • 1 year
IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 65
Big Canoe, GA
Compass Advisors LLC
Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.
Series 66
Dawsonville, GA
Design Life's Journey, LLC
Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Focused Tax Solutions and Securities Service Network. She is also involved in tax preparation and planning through her role as founder of DLJ Tax Services and manages an office building through Franklin Properties LLC. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners by providing portfolio management, customized financial planning, tax preparation, and business advisory services. The firm builds portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with regular reviews and discretionary trading options.
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.
Series 63, Series 65
Cumming, GA
Trufp
Patrick Paxton is a financial advisor at TruFP with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, Money Concepts Capital Corp, and Equity Services, Inc. Paxton also serves as treasurer for the Forsyth County Republican Party, where he manages bookkeeping and fundraising activities. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored strategies that include asset allocation and technical analysis. The firm maintains a high client-to-advisor ratio and participates in the Ramsey Solutions SmartVestor program.
Series 66
Cumming, GA
Trufp
Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.
Series 66
Cumming, GA
Trufp
Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.
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