Alan Flumere
Alan Flumere is a registered investment advisor at Covenant Financial Planning and Resource Management, INC., based in Memphis, TN, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for Option B (no planning). Option C (Wealth Advisory Services) has a different fee schedule: First $1,000,000: 1.00%; Next $ 2,000,000: 0.90%; Balance over $3,000,000: 0.80%. All fees and minimums are subject to negotiation.
Fee Estimator
Location
Memphis, TN
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 →Employment History
Current Registrations
Covenant Financial Planning and Resource Management, INC.
State Registrations1 state
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.