ALPHA FIDUCIARY
SEC RegisteredWealth Management Solutions Designed for the Changes In Your Life
About the firm
Alpha Fiduciary is a fee-only advisory firm built to meet clients' total wealth management needs with integrity and mutual trust. Their mission is to understand the dynamics influencing clients' lives to guide them on their best path to accumulating, retaining, and transferring wealth. They serve as fiduciary wealth advisors, organizing and simplifying families' financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advisory services, and relationship management, collectively described as Total Wealth Management.
Who they serve
High-net-worth clients with unique wealth management needs, as well as families seeking to simplify their financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $9.8M |
| High Net Worth Individuals | 34 | $62M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 13 | $21M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $3 million | 1.15% |
| Over $3 million but under $5 million | 0.95% |
| Over $5 million but under $10 million | 0.85% |
| Over $10 million but under $20 million | 0.75% |
| Over $20 million but under $50 million | 0.60% |
| Over $50 million | 0.40% |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA FIDUCIARY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.