Tracey Guthrie is a registered investment advisor at Alexander Financial Planning, INC., based in Columbus, OH, with 7 years of industry experience. Tracey 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, Investment Management, and 2 more. Their firm serves 152 clients with $88M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Funds held away that are fixed, such as annuities, are billed at 0.35% of the value of the assets under management. Minimum annual fee of $5,000.
Fee Estimator
Location
3600 Olentangy River Road, Suite C2, Columbus, OH, 43214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alexander Financial Planning, INC.
State Registrations1 state
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