Alex Budzon
Alex Budzon is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN, with 12 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $1.1B 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.
Fee Estimator
Location
12726 Coldwater Road, Fort Wayne, IN, 46845
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 →Other Business ActivitiesSells Insurance
Alex is a financial advisor and owner at Wealth Advisors Group since 2013, dedicating full-time hours. He also spends minimal time on AJB Financial, LLC for tax/reconciliation purposes and minimal time as a board member for Mad Anthonys Foundation. Alex is also involved with Ash Brokerage, a general agency for insurance business, dedicating minimal time.
Employment History
Current Registrations
Wealth Advisors Group
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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