Peteralexander
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PeterAlexander primarily acts as a solicitor that introduces prospective clients to third‑party registered investment advisers and does not maintain discretionary investment management over client accounts. The firm also offers standalone financial planning and consulting services and facilitates access to insurance and annuity contracts as part of client engagements.
Rather than charging a percentage‑of‑assets fee for ongoing portfolio management, PeterAlexander receives referral compensation from the third‑party advisers when a referred party establishes an advisory relationship and uses negotiated fixed or hourly arrangements for financial planning work. The firm states it does not accept performance‑based fees and discloses the nature of its referral arrangements to referred parties prior to engagement.
A notable characteristic disclosed in the brochure is that a principal of the firm is a licensed insurance agent, and the firm may receive commissions and reports managing life insurance policy cash values and annuity contracts as part of its activities. The firm emphasizes its role in selecting and directing clients to multiple third‑party managers and acknowledges the potential conflicts created by solicitor compensation while committing to provide written disclosure of those arrangements.
Client services
Expertise
Fee options
Fixed fees range from $2,500 to $75,000
$200 to $500 per hour
Fee-only: Hourly fees range from $200 to $500; Fixed fees range from $2,500 to $75,000
Main office
15 Union Hill Road, Suite 150
West Conshohocken PA 19428-2718
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Peter Alexander & Company, Inc. · Peteralexander
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.
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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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
Richard H
ChFC®, Series 63
West Conshohocken, PA
Peteralexander
Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.
Michael D
CFP®, ChFC®, Series 66
West Conshohocken, PA
Peteralexander
Michael Diaz is a financial advisor at PeterAlexander with seven years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Bankers Life & Casualty Co. Outside of his advisory role, Diaz is involved in sports entertainment as a social media director for The Green Legion and as a cohost on a Philadelphia sports radio podcast. PeterAlexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting. The firm acts as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance policies and annuity contracts.
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