Alpha Financial Advisors, LLC

Alpha Financial Advisors, LLC, established in December 2000, is an independent financial advisory firm led by Eric D. Hess, CFP®, ChFC™. The firm offers holistic financial planning services to individuals, focusing on personalized life planning advice tailored to each client's unique goals. Alpha Financial Advisors operates on a fee-only basis, with annual investment management fees ranging from 0.55% to 1.50% based on assets under management. The firm's investment strategy emphasizes long-term purchases and utilizes modern portfolio theory to optimize portfolio performance. Clients must have a minimum of $500,000 in investable assets to engage the firm's services, although this requirement may be waived under certain circumstances. Alpha Financial Advisors exercises investment discretion, allowing them to make investment decisions on behalf of clients without prior approval. The firm's methods of analysis include fundamental, technical, quantitative, and qualitative analysis, among others, to manage risk and maximize returns. Eric D. Hess, the Managing Member and Chief Compliance Officer, upholds high ethical standards and has no disciplinary actions against him. The firm does not charge performance-based fees and does not receive compensation from client referrals. Clients' accounts are held by Schwab Institutional, and the firm provides regular account reviews and client reports. Alpha Financial Advisors prioritizes clients' interests in voting client securities and maintains transparency in its operations.