Alexander Albert Alfonso

Mutual of Omaha Investor Services, INC.

21 Years of Experience

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Firm Information

Mutual of Omaha Investor Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

262 advisors

Number of Clients

6,885 clients

Average Client Portfolio

$4K average

Assets Under Management

$24.4M

Fee Structure

Financial Plan Fee:$500 - $25,000

Hourly Rate:$100 - $500/hr

Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingBusiness Owners

Advisor Information

Office location

2600 Douglas Rd, Ste 1109, Coral Gables, FL, 33134

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2005

Denied

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Other Business ActivitiesSells Insurance

Alexander operates under the marketing name Valiant Wealth Strategies of Miami and has been an insurance agent since 2022, selling various insurance products. He dedicates a full-time equivalent to insurance sales during trading hours and spends minimal time on the Mutual of Omaha Mortgage Lead Incentive Program.