AC
CFP
AC
CFP
Alexander Cohen
7 Years of Experience
Scottsdale, AZ
1 Disclosure
Alexander Cohen is a CFP-designated registered investment advisor at 3roots Wealth Partners LLC, based in Scottsdale, AZ, with 7 years of industry experience. Alexander 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 4 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6908 E Moreland St., Scottsdale, AZ, 85257
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2019Employment History
Current Registrations
3roots Wealth Partners LLC
October 2025 - Present · 7 mos
Previous Registrations
Bradley Wealth LLC
August 2020 - October 2025 · 5 yrs 2 mos
Prudential Investment Management Services LLCBroker
April 2019 - December 2019 · 8 mos
Park Avenue Securities LLC
August 2018 - March 2019 · 7 mos
Park Avenue Securities LLCBroker
June 2018 - March 2019 · 9 mos
State Registrations2 states
AZTX
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.