A complete list of active advisors currently associated with Alpha Advisors, LLC

Warmer can help you find a great advisor at Alpha Advisors, LLC or one who fits your needs even better.

Alpha Advisors serves primarily individuals and families across a range of ages and wealth levels; the brochure reports roughly 115 clients and approximately $256 million in assets under management. The firm provides discretionary portfolio management as its core service and also offers cash flow analysis, limited financial planning, coordination with clients’ attorneys and accountants, and consulting on retirement plan rollovers. Alpha Advisors’ investment process emphasizes asset allocation and diversification as the primary drivers of returns, and it documents recommended allocations in an Investment Policy Statement before implementing a customized model portfolio. The firm typically uses no‑load mutual funds and ETFs, may allocate portions of client accounts to separately managed account services, and aggregates household accounts when calculating advisory fees. Distinctive operational details include a negotiable flat annual retainer option (described in the brochure as generally ranging from $2,500 to $60,000) in addition to asset‑based fees, and a requirement that client accounts be maintained at Fidelity through the firm’s institutional platform arrangement. The brochure also notes that Alpha Advisors does not vote client securities proxies (clients receive and vote proxies directly) and that monthly advisory fees are billed in arrears and rounded to the nearest dollar.

To learn more about the advisors currently working at Alpha Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.