AU
CFP
AU
CFP

Alexander Michael Urbanek

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee
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Location

600 West Broadway, Suite 2625, San Diego, CA, 92101

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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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Employment History
Current Registrations
Cerity Partners LLC
July 2025 - Present · 7 mos
Previous Registrations
Von Berge Wealth Management Group, LLC
April 2021 - August 2025 · 4 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alexander Michael Urbanek - Financial Advisor | TrueAdvisor