Alexander Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,404,003
Clients
164
Advisors
3
across 2 offices
About
Alexander Financial Planning works with individuals, families, trusts, and charitable organizations across life stages, from young professionals to clients preparing for or in retirement. The firm offers fee-only financial life planning, goal-driven and cash-flow–driven wealth management programs, standalone investment management, and short-term transition/project engagements.
Investment work is guided by a written Investment Policy Statement and largely conducted on a discretionary basis, using strategic asset allocation with core-satellite implementations and a mix of passive ETFs and no-load mutual funds. The firm uses independent custodians and reporting platforms, can accept limited power of attorney to place trades (including for held-away employer-plan accounts), and combines regular meetings with quarterly “to-do” check‑ins and annual IPS reviews.
Distinctive features include a common use of flat annual retainer arrangements and clearly differentiated service tracks by life stage rather than relying solely on percentage-of-AUM billing. The firm is a small, founder‑owned practice whose advisors hold several specialized credentials (including transition- and life-planning designations) and which routinely uses Dimensional Fund Advisors funds—an investment line that may limit future fund access if a client moves to an adviser not approved by that provider.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Goal Driven Wealth Management annual flat fee $3,000 to $7,000; Cash-Flow Driven Wealth Management annual flat fee $10,000 and up; Financial Life Planning stand-alone minimum fee $8,000; initial set-up fees range from $350 to $600 depending on service
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Goal Driven Wealth Management fees paid monthly via subscription service (Advice Pay)
Minimum fee: $3,000 for Goal Driven Wealth Management, $5,000 for Investment Management Only, $8,000 for Financial Planning Only, $10,000 for Cash Flow Wealth Management (all negotiable) Fee-only: Fee-only compensation, no commissions accepted.
Main office
See office3600 Olentangy River Road, Suite C2
Columbus OH 43214
Advisors at this office
2
Offices (2)
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nathan S
CFP®, Series 63, Series 65
Columbus, OH
Alexander Financial Planning, Inc.
Nathan Swab is a CFP® professional with 14 years of experience in the financial services industry. He currently works at Alexander Financial Planning, Inc. and has previously held roles at Cambridge Investment Research Advisors, Raymond James Financial Services, and U.S. Bancorp Investments. Alexander Financial Planning, Inc. is a fee-only firm serving individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and focuses on customized financial life planning and investment management using strategic asset allocation with tactical overlays.
Thresa A
CFP®, Series 63
Columbus, OH
Alexander Financial Planning, Inc.
Thresa Alexander is a CFP® professional with 27 years of experience in the financial services industry. She has worked at both Alexander Financial Planning, Inc. and Wrp Investments, Inc. since the late 1990s. Alexander Financial Planning serves individuals, families, trusts, and charitable organizations with fee-only financial life planning and wealth management services tailored to various life stages. The firm employs a strategic asset allocation approach using core-satellite portfolios of passive ETFs and no-load mutual funds, operating primarily on a discretionary basis and offering differentiated service tracks beyond traditional percentage-of-AUM billing.
Tracey G
Series 65
Columbus, OH
Alexander Financial Planning, Inc.
Tracey Guthrie is a financial advisor at Alexander Financial Planning, Inc. in Columbus, OH, with seven years of industry experience. She holds the Series 65 designation and has been with Alexander Financial Planning since 2001. Alexander Financial Planning, Inc. is a fee-only firm that provides financial life planning and discretionary investment management to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $88 million in discretionary assets and offers customized financial plans and investment strategies through a small team of three advisors.
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