Alna Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ALNA Wealth Management provides discretionary investment management, written financial planning, and retirement plan advisory services to individuals, high‑net-worth clients, businesses, and employer-sponsored retirement plans. The firm generally charges percentage‑of‑assets fees for portfolio management and also offers fixed‑fee financial planning engagements and referrals to turnkey asset management programs.
The firm employs a customized, primarily long‑term investment approach grounded in fundamental analysis, constructing diversified portfolios using low‑cost mutual funds and ETFs and rebalancing as needed to align with clients’ goals and risk tolerance. For retirement plan clients it serves in a fiduciary capacity, offering 3(21)-style plan advisory work including vendor analysis, investment policy statement design and monitoring, participant education tracking, benchmarking, and ERISA 404(c) assistance.
Noteworthy for a small independent advisor, the firm operates as a small team rather than a solo practice and maintains an institutional relationship with SEI for platform and back‑office support while retaining oversight of client allocations. The lead advisor holds CFP, AIF and Enrolled Agent credentials and is also a licensed insurance producer (insurance sales are implemented separately and generate commission compensation, a disclosed conflict of interest).
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $3,000 to $5,000 per engagement
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.55%
Insurance commissions earned by licensed insurance professional, separate from advisory fees
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 per Client Fee-only: Investment advisory fees paid in advance; Financial planning fixed fees from $3,000 to $5,000 per engagement; Retirement plan advisory fees 0.55% to 0.75% annually
Main office
806 Westwood Office Park, Suite 105
Fredericksburg VA 22401
Advisors at this office
1
Most active in
Texas · Virginia
Also doing business as
Alna Financial Group LLC · Alna Wealth Management
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
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