AW
AW

Alex Wolfenden

2 Years of Experience
Vero Beach, FL
Broker

Alex Wolfenden is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

625 Beachland Blvd., Suite 2, Vero Beach, FL, 32963

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
Fisher Investments
January 2024 - August 2025 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
January 2023 - August 2023 · 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.
Alex Wolfenden - Financial Advisor | TrueAdvisor