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AA
CFP
AA
CFP

Alan Alderfer

Beacon Pointe Advisors, LLC
33 Years of Experience
Warsaw, IN
Sells Insurance
View SEC Summary
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Alan Alderfer is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Warsaw, IN, with 33 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.

Beacon Pointe Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
468 advisors
Number of Clients
29,929 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$54.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

122 W Market St, Warsaw, IN, 46580

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History

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 · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
June 1999 - August 2025 · 26 yrs 2 mos
LPL Financial LLCBroker
June 1999 - August 2025 · 26 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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