AL
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Alex Luaders

15 Years of Experience
Brandon, FL
1 DisclosureSells Insurance

Alex Luaders is a registered investment advisor at Road Maps Financial Group, LLC, based in Brandon, FL, with 15 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 18 clients with $3.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$217K average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0MIncluded
$1M+0.00%

Fees are negotiable. The specific percentage is not listed in the brochure.

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

Brandon, FL

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History

Regulatory History (1)
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Criminal
December 1998
Final Disposition
Other Business ActivitiesSells Insurance

Alex is involved in insurance sales and serves as President & IAR of The Road Maps Financial Group, LLC, dedicating about half their time to this investment-related role. Alex also owns and works as an attorney at Luaders Law Office, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Road Maps Financial Group, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Api Financial Advisors, LLC
September 2019 - January 2020 · 4 mos
Road Maps Financial Group, LLC
April 2011 - December 2023 · 12 yrs 8 mos
Global Financial Private Capital, LLC
April 2010 - May 2011 · 1 yr 1 mo
State Registrations1 state
WI
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.