Alpha 3 Wealth Management uses a hybrid, client-focused fee structure that matches each client’s unique needs and objectives. Depending on the type of engagement, we may charge:

• Advisory fees based on assets we manage,
• Hourly or project-based fees for financial planning and consulting, and
• Commissions for certain insurance or investment products when appropriate.
   

No matter the compensation method, we are committed to operating in our clients’ best interest, providing transparent recommendations, and ensuring you understand how we are paid for the services we provide.

No, Alpha 3 Wealth Management does not require a minimum asset level.

We believe everyone deserves access to high-quality financial and retirement planning, regardless of their starting point. Whether you’re getting out of debt, building your first savings, or managing substantial wealth, we’re here to support your goals at every stage.

Yes, we work with clients across the country in the states where we are licensed.

With secure virtual meeting tools and flexible communication options, we’re able to provide the same high-quality planning experience whether you live nearby or hundreds of miles away.

Alpha 3 stands apart through our high-touch service, deep commitment to education, and dedication to the communities we serve.

As a veteran-owned firm, our mission is rooted in service, integrity, and putting others first. We take the time to understand each client’s goals, provide clear, practical guidance, and walk with you step by step so you can reach your retirement destination with confidence and security.

Our focus is simple: serve people well—with support, transparency, and a genuine commitment to helping you build a stronger financial future.

We work with individuals and families from all walks of life and across a wide range of occupations.

While we tailor our guidance to each client’s unique situation, we have extensive experience supporting:

• Individuals needing tax mitigation strategies
• Pre-retirees and retirees
• Business owners
• High-net-worth investors
• Medical and real estate professionals
• Federal employees and military families
• Individuals navigating major life transitions such as divorce or the loss of a loved one
   

No matter your background or stage of life, we’re here to provide clear guidance and help you move confidently toward your financial goals.

We typically meet with clients at least once a year to review their financial plan, evaluate progress, and make any necessary adjustments. However, we’re always available to meet more frequently—quarterly, semiannually, or whenever a major life or financial event occurs.

Our goal is to ensure you feel supported and confident, with access to guidance whenever you need it.

Yes. We regularly work alongside CPAs, attorneys, real estate professionals, and other specialists to ensure your financial and retirement plan is fully aligned.

Our coordinated approach helps keep everyone on the same page, reduces gaps or overlaps, and provides you with a comprehensive, holistic strategy that supports your long-term goals.

You’ll work directly with a dedicated advisor who understands your goals, objectives, and financial situation. Behind them is our entire Alpha 3 team—owners, advisors, and support staff—each bringing years of experience, deep expertise, and a shared commitment to serving our clients at the highest level.

With this team-based approach, you benefit from a broad range of knowledge, seamless coordination, and responsive support. No matter what you need, you’ll always have someone ready to assist, answer questions, and provide clear, ongoing guidance every step of the way.