Alexander Yeager is a CFP-designated registered investment advisor at Everlong Financial, based in Austin, TX, with 16 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 34 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees are negotiable. Comprehensive financial planning clients receive credits toward investment management fees.
Fee Estimator
Contact
Alexander Yeager
Location
3906 N Lamar Blvd, Suite 204C, Austin, TX, 78756
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Everlong Financial
Previous Registrations
Austin Asset
State Registrations1 state
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
Additional Information
I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009.
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