Janice Mcgunnigle is a CFP-designated registered investment advisor at Alpha Financial Advisors, LLC, based in Charlotte, NC, with 8 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 259 clients with $620M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
A minimum quarterly fee of $1,875 applies to new clients. Fees may be negotiated or discounted at the firm's discretion.
Fee Estimator
Contact
Janice Mcgunnigle
Location
11325 N Community House Rd, Suite #410, Charlotte, NC, 28277-0524
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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
Alpha Financial Advisors, LLC
Previous Registrations
Modera Wealth Management, LLC
Matrix Wealth Advisors, INC.
State Registrations2 states
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
Additional Information
She graduated cum laude from Saint Anselm College in Manchester, NH with a Bachelor of Arts Degree in Business. Janice completed the Cannon Financial Trust School and was awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She completed the CFP® certificate program through Boston University and has been awarded the CFP® (Certified Financial Planner™) certification.
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