AA

Alan Scott Alderfer

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Beacon Pointe charges advisory fees to clients in the Wrap Fee Program, ranging from 0.50% to 2.0% of assets under management. These fees are negotiable. The Wrap Fee Program is not offered to new or prospective clients. Beacon Pointe requires Wrap Fee Program clients to maintain a minimum account size of $1 million, but reserves the right to reduce or waive the account minimum requirements at our discretion. Some accounts are under different fee schedules; the maximum fee rate is 2.00%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information

Office location

122 W Market St, Warsaw, IN, 46580-2812

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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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Other Business ActivitiesSells Insurance

Alan sells fixed life insurance since 2004 and is involved with Alderfer, Bergen & Company as a DBA for LPL business. He also owns Alderfer Investments, INC for tax/investment purposes and Alderfer Bergen Real Estate for real estate rentals, and is a board member of the Kosciusko County Alcoholic Beverage Commission.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
August 2025 - Present · 5 mos
Previous Registrations
LPL Financial LLC
June 1999 - August 2025 · 26 yrs 2 mos
LPL Financial LLC Broker
June 1999 - August 2025 · 26 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 1995 - June 1999 · 3 yrs 6 mos
Edward D. Jones & Co., L.P. Broker
April 1993 - December 1995 · 2 yrs 8 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.
Alan Scott Alderfer - Financial Advisor | AdvisorDiscover