AP
AP

Alexandra Parsons

3 Years of Experience
Miami, FL

Alexandra Parsons is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in Miami, FL, with 3 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
IM Fee
Planning only
Assets Under Management
$7.4B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$5,000 - $150,000/year
One-Time Plan:$1,000 - $150,000
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Retirement and Wealth at Alliant, LLC
December 2025 - Present · 10 mos
Previous Registrations
Empower Advisory Group, LLC
February 2025 - November 2025 · 9 mos
Empower Financial Services, INC.Broker
February 2025 - November 2025 · 9 mos
Truist Advisory Services, INC.
October 2022 - January 2024 · 1 yr 3 mos
Truist Investment Services, INC.Broker
August 2022 - January 2024 · 1 yr 5 mos
State Registrations1 state
FL
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.
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