AG
CFA · CFP
AG
CFA · CFP

Alexander Gangl

13 Years of Experience
San Francisco, CA

Alexander Gangl is a CFA, CFP-designated registered investment advisor at Empirical Wealth Management, based in San Francisco, CA, with 13 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,400 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.

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

333 Bush Street, Suite 2020, San Francisco, CA, 94104

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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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Employment History
Current Registrations
Empirical Wealth Management
June 2026 - Present · 4 mos
Previous Registrations
Mercer Global Advisors INC.
December 2024 - May 2026 · 1 yr 5 mos
Wealth Enhancement Advisory Services, LLC
April 2023 - October 2024 · 1 yr 6 mos
Equius Partners, INC.
November 2019 - April 2023 · 3 yrs 5 mos
Wealthspan
May 2018 - January 2020 · 1 yr 8 mos
Private Ocean
October 2012 - January 2018 · 5 yrs 3 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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