EH
CFP · ChFC

Eric David Hess

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$192.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $300K1.50%
$300K - $600K1.35%
$600K - $1.0M1.25%
$1.0M - $3.0M1.10%
$3M+0.75%

Fees may be negotiated under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250/hr

The annual investment management fee is based on a percentage of assets under management, ranging from 0.55% to 1.50%. Fees are billed quarterly in arrears. Financial planning and consulting services are also available on a stand-alone basis, starting at $250 per hour, which may be negotiable. AFA generally requires a minimum of $500,000 of investable assets to become a client, but this may be waived or modified.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

8260 Greensboro Drive, Suite 125, Mclean, VA, 22102

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EH
Contact
Eric David Hess
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alpha Financial Advisors, LLC
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
Alpha Financial Advisors, LLC
March 2001 - December 2005 · 4 yrs 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Additional Information

Additional areas of expertise are available on the website. www.alphafinancialadvisors.com

EH
Contact
Eric David Hess