Heather Lawrence is a CFP-designated registered investment advisor at Alpha Financial Advisors, LLC, based in Charlotte, NC, with 12 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 259 clients with $620M 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% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
A minimum quarterly fee of $1,875 applies to new clients. Fees may be negotiated or discounted at the firm's discretion.
Fee Estimator
Contact
Heather Lawrence
Location
11325 N Community House Rd, Suite #410, Charlotte, NC, 28277-0524
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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
Alpha Financial Advisors, LLC
Previous Registrations
Resilience Wealth Advisors
First Citizens Investor Services, INC.
State Registrations2 states
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
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