Alexander Whitehouse
Advisor at Mutual Advisors, LLC
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.
Advisor at Mutual Advisors, LLC
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.
Location
Vancouver, WA 98684
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Alexander Whitehouse is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. He has held roles at Mutual Advisors, Mutual Securities, and Cetera Advisors Network, and has managed his own firm, Whitehouse Wealth Management, since 2013. Outside of his advisory work, Whitehouse is an independent insurance agent and volunteers as a judge for the SIFMA Foundation's InvestWrite competition and as a teacher for Junior Achievement's BizTown program. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, sub-advisory services, and wrap fee programs to a diverse client base including individuals, institutional investors, trusts, and retirement plans, employing both passive and active investment strategies tailored to client objectives.
Based on Mutual Advisors, LLC
Financial Consultation Service may be quoted as a fixed fee based on project scope
$0+: Up to 2.00% annually, negotiable and may be fixed flat, tiered, or linear fee schedule $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, fees can be fixed flat or tiered $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting Services, negotiable, may be fixed flat, tiered, or linear
Available through related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; IARs do not receive advisory fees on these assets
Fees for consulting services may be based on hourly rates, percentage of assets, or flat fees depending on engagement
Minimum fee: May include a minimum quarterly fee, but it may be waived at the IAR's discretion Fee-only: Financial Consultation Service offered for a negotiated fixed fee or other fee arrangements; retainer up to $1,200 may be required
201 Ne Park Plaza Drive, Ste. 225
Vancouver, WA 98684
New Hampshire · Washington
Mutual Advisors, LLC.
2018 - Present (8 years)
Mutual Securities, Inc.
2018 - Present (8 years)
Whitehouse Wealth Management
2016 - Present (10 years)
Whitehouse Wealth Management
2013 - Present (13 years)
Cetera Advisors Network
2013 - 2018 (5 years)
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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