Alexander Charles Barthold

CFP

Merit Financial Advisors

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Merit Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

222 advisors

Number of Clients

14,417 clients

Average Client Portfolio

$734K average

Assets Under Management

$10.6B

Fee Structure

Location

2400 Lakeview Parkway Suite 550, Alpharetta, GA, 30009

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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.

Other Business Activities

Alexander is a Regional Vice President and Director, Partner Programs at Merit Financial Advisors since December 2024. This role as a registered investment advisor takes nearly full-time hours.