Eric Hess is a CFP, ChFC-designated registered investment advisor at Alpha Financial Advisors, LLC, based in Mclean, VA, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 156 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.35% |
| $600K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.75% |
Fees may be negotiated under certain circumstances.
Fee Estimator
Contact
Eric Hess
Location
8260 Greensboro Drive, Suite 125, Mclean, VA, 22102
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Alpha Financial Advisors, LLC
Previous Registrations
Alpha Financial Advisors, LLC
State Registrations1 state
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
Additional Information
Additional areas of expertise are available on the website. www.alphafinancialadvisors.com