Ann Reilley is a CFP-designated registered investment advisor at Alpha Financial Advisors, LLC, based in Charlotte, NC, with 15 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 256 clients with $500M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Alpha Financial may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Contact
Ann Reilley
Location
11325 N Community House Rd, Suite 410, Charlotte, NC, 28277-0524
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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
State Registrations2 states
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
Ann is a CERTIFIED FINANCIAL PLANNER™practitioner and a Certified Public Accountant. She is a member of the AICPA and the North Carolina Association of CPAs. Ann is also a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA), the nation's leading organization of Fee-Only comprehensive financial planning professionals. She currently serves as the NAPFA Study Group Leader for Charlotte, North Carolina.