Alexander Alessia
Investment Adviser Representative at FI3 FINANCIAL ADVISORS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Family CFO - First $5,000,000 | 0.65% |
| Family CFO - Next $10,000,000 | 0.45% |
| Family CFO - Next $15,000,000 | 0.35% |
| Family CFO - Above $30,000,000 | 0.25% |
| Monitoring - First $10,000,000 | 0.20% |
| Monitoring - Above $10,000,000 | 0.05% |
| Pension Consulting - First $1,000,000 | 0.50% |
| Pension Consulting - Over $1,000,000 | 0.25% |
Fi3 FINANCIAL Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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