Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
Areas of Practice
Advisor Information
Office location
156 Diablo Road, Suite 320, Danville, CA, 94526
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander operates several businesses, including Executive Wealth Strategies, Sprague Wealth Solutions, and Executive Wealth Strategies LLC, all DBAs for his LPL business, and spends full-time hours on each. He also works with Mariner Independent Advisor Network LLC, providing investment advisory services, and dedicates minimal time as a managing member of Financial Planner Group LLC, a business entity for tax/investment purposes only, and sells non-variable insurance as an independent agent.