AA
CFP
AA
CFP

Alexander Ammar

10 Years of Experience
Montverde, FL

Alexander Ammar is a CFP-designated registered investment advisor at Paradox Financial LLC, based in Montverde, FL, with 10 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

For ongoing financial planning and assistance with implementing recommendations, Paradox Financial charges $250-$1,000 per month, paid in arrears. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.

  • Comprehensive Financial Plan - A fixed fee ranging from $2,500 - $10,000, dependent on the client's specific needs, complexity, estimated time, research, and resources required.
  • Hourly Financial Planning - $350 per hour for a limited scope, one-time engagement to address specific questions or issues.
Annual Retainer:$3,000 - $12,000/year
One-Time Plan:$2,500 - $10,000
Hourly Rate:Up to $350/hr
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Alexander Ammar

Location

Montverde, FL

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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.

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Other Business Activities

Alexander owns Carthage Ventures LLC, providing search engine optimization services, dedicating about a quarter of his time. He also works as an education consultant for LearnLux, Inc., spending a few hours per week providing financial education.

Employment History
Current Registrations
Paradox Financial LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - December 2021 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - December 2021 · 7 yrs 3 mos
State Registrations2 states
FLTX
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.
Additional Information

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things finance at an early age. With financial education severely lacking in schools, my curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida.

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Alexander Ammar