Alejandro Fernandez is a CFP-designated registered investment advisor at Alternative Finance LLC, based in Coral Gables, FL, with 6 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Alternative Finance LLC offers ongoing financial planning services for a fixed monthly fee:
- Free: Access to social media and podcast content.
- Tier 1 ($50/month): Welcome call, direct access to Alex Fernandez, monthly email contact, quarterly Zoom meeting, monthly newsletter.
- Tier 2 ($100/month): All Tier 1 services, bi-monthly Zoom meeting, access to weekly investment opportunities and market updates via Zoom.
- Tier 3 ($250/month): All Tier 2 services, written financial plan (3-month commitment required), 10% off future hourly financial planning services.
Alternative Finance LLC offers a one-time written financial plan for a negotiated hourly fee of $200.
Location
999 Ponce De Leon Boulevard, Suite 1110Ph, Coral Gables, FL, 33134
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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
Alternative Finance LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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