Alex
Bethune
Instrumental Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alex Bethune is a financial advisor based in Tampa, Florida, working with Instrumental Wealth, LLC. Alex has previously held positions at Provise Management Group, LLC, D. Gates Wealth Management, Dick's Sporting Goods, Imperial Wilderness Condo Association, CPS Investment Advisors, Full Caliber, LLC, Tapfin/EY, Betto Marketing, Money Planning, Ernst & Young Investment Advisers, and Instrumental Wealth, LLC. Alex has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alex is part of Instrumental Wealth, LLC, which operates out of Tampa, Florida. The firm has 9 employees and manages assets totaling $345.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Instrumental Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Instrumental Wealth, LLC Brokerage Details
$345,348,919
9
1,888
$182,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alex Bethune Work History
Instrumental Wealth, LLC
Tapfin/Ey
Betto Marketing
Money Planning
Ernst & Young Investment Advisers
Cps Investment Advisors
Full Caliber, LLC
Provise Management Group, LLC
D. Gates Wealth Management
Dick'S Sporting Goods
Imperial Wilderness Condo Association
Disclosures
Please visit the SEC profile of Alex Bethune to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Instrumental Wealth, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
