Alperin Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals (including high net worth clients) and to corporate clients, offering portfolio management, financial planning, asset-allocation advice, and consulting. It provides both discretionary portfolio management and non-discretionary arrangements and advises on a broad set of investments including mutual funds, ETFs, REITs, private placements, and real estate.
Advice is individualized and may incorporate model portfolios from unaffiliated managers and analytical approaches such as fundamental, technical, cyclical analysis, modern portfolio theory, and ESG considerations. The brochure describes workflows for both discretionary authority and non-discretionary engagements in which clients must approve transactions, and custodial and execution services are arranged through a recommended custodian platform.
Notable for a firm of its size, the adviser is affiliated with a law firm that serves as trustee for certain client accounts and with a title insurance agency, while the principal holds estate-planning credentials and is licensed to sell insurance. Those affiliations allow the firm to integrate legal, trustee, and insurance services into client work but also present potential conflicts of interest (for example, trustee duties and insurance commissions) that the brochure discloses and that clients should consider.
Client services
Expertise
Occupation focus
Fee options
Fixed fees between $1,500 and $40,000 for stand-alone financial planning, consulting, and asset allocation services.
1.0% to 1.5% depending on asset size, service complexity, and administration level
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Hourly rate of $395 per hour used for calculating refunds of prepaid fees for financial planning if terminated or after 6 months.
Account minimum: No minimum stated; however, the firm notes they may terminate accounts they consider too small to manage effectively based on their sole discretion. Fee-only: Fixed fees ranging from $1,500 to $40,000 for portfolio management (as an alternative to AUM fee), financial planning, and consulting services.
Main office
484 Viking Drive, Suite 200
Virginia Beach VA 23452
Advisors at this office
3
Most active in
Virginia
Also doing business as
Alperin Financial Solutions · Alperin Financial Solutions, LLC · Alperin Law And Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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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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
Advisors at this firm
Scott A
CFP®, Series 65
Virginia Beach, VA
Alperin Financial Solutions, LLC
Scott Alperin is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Alperin Financial Solutions, LLC and has prior experience with infinex Investments, Inc. In addition to his advisory role, he serves as an estate attorney at Alperin Law PLLC and is the sole member of Vested Title of Virginia, LLC, a title insurance agency. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, combining discretionary and non-discretionary arrangements across a broad range of investment options and analytical approaches.
Charles R
Series 63, Series 65, Series 66
Virginia Beach, VA
Alperin Financial Solutions, LLC
Charles Russell is a financial advisor with Alperin Financial Solutions, LLC and holds Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at Merrill Lynch and Charles Schwab. Alperin Financial Solutions provides investment advisory services to individuals, including high-net-worth clients, and corporate clients, offering portfolio management, financial planning, and consulting. The firm uses both discretionary and non-discretionary arrangements and incorporates a range of investment strategies and asset classes.
Drew H
CFP®, Series 65
Virginia Beach, VA
Alperin Financial Solutions, LLC
Drew Hanessian is a CFP® with five years of industry experience, currently serving at Alperin Financial Solutions, LLC. Prior to joining Alperin, he worked at Ballast Point Financial Planning, LLC and has a military background with eight years in the United States Navy. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a variety of investment types and analytical approaches.
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