Alexis Woodward is a CFP-designated registered investment advisor at Blend Wealth, based in Indianapolis, IN, with 5 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 40 clients with $22M 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 | 1.25% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Contact
Alexis Woodward
Location
9800 Crosspoint Blvd, Suite 200, Indianapolis, IN, 46256
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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 →Other Business Activities
Alexis owns Blend Wealth Accounting LLC, offering accounting and tax services since January 2025. This requires about 10-20% of Alexis's time, typically during securities trading hours.
Employment History
Current Registrations
Blend Wealth
Previous Registrations
Market Street Wealth Management 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