Alpha Financial Partners LLC

Alpha Financial Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission, offering customized investment advisory services through a wrap fee structure. The firm sponsors the Alpha Financial Partners Wrap Fee Program, where covered costs are included in the overall investment advisory fee. Clients may engage the advisor for wealth management services, with fees based on a tiered schedule ranging from 1.00% to 0.50% of assets under management, with a minimum quarterly fee of $250. The firm caters to high-net-worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, without imposing a minimum account size requirement. Alpha Financial serves as the sole portfolio manager for the program, does not charge performance-based fees, and does not share client information with other portfolio managers. The firm conducts regular reviews of client accounts and provides detailed information on investment risks associated with various strategies, including market risks, ETF risks, bond ETF risks, leveraged ETF risks, inverse ETF risks, mutual fund risks, options contracts risks, margin borrowing risks, and alternative investments risks. Alpha Financial emphasizes a fiduciary commitment to clients and encourages due diligence. The firm's Code of Ethics, review practices, compensation structure, and financial stability are transparently disclosed in compliance with regulatory requirements. Clients have direct access to portfolio managers for personalized service and support.