PeterAlexander operates primarily as a solicitor, referring clients to third-party registered investment advisors for investment management services while receiving referral fees from those third parties. The firm does not directly manage investments or maintain assets under management. In addition to its referral services, PeterAlexander provides comprehensive financial planning and consulting services, covering areas such as estate planning, retirement planning, personal and corporate tax planning, business continuity and exit planning, college planning, and long-term care issues. The firm is led by its sole principal and president, Richard Alan Hellberg, and is based in West Conshohocken, Pennsylvania.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Standalone financial planning and consulting — Fixed fees ranging from $2,500 to $75,000, or hourly rates ranging from $200 to $500 per hour, depending on the scope and complexity of the services.
One-Time Plan:$2,500 - $75,000
Hourly Rate:$200 - $500/hr
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