Culley
Hess

Alpha Financial Advisors, LLC

CRD#7685948
Investment Advisor
in Mc Lean, VA

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About this Advisor

Culley Hess is a financial advisor who works in Mc Lean, Virginia. Hess currently works for Alpha Financial Advisors, LLC. Over the course of their career, Hess has held roles at Loudoun County Public Schools, Eplus Technologies, U.S. Census Bureau, Augusta County Clerk Of Court, Alpha Financial Advisors LLC, James Madison University, Sage Outdoor Adventures and Alpha Financial Advisors, LLC. Hess holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Virginia. Alpha Financial Advisors, LLC is an advisory company headquartered in Mc Lean, VA. It manages $230 million in total assets among its 403 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 403 accounts, 41% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which service is provided. Fee types charged by Alpha Financial Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8260 Greensboro Drive Suite 125
Mc Lean, VA 22102

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Alpha Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$230,157,170

VA Average: $1,835,309,194
Total Number of Employees

5

VA Average: 32
Total Number of Accounts

403

VA Average: 1,458
Average Account Size

$571,110

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Culley Hess Work History

Culley has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Alpha Financial Advisors LLC

2021 - Present (3 years)

Alpha Financial Advisors, LLC

2021 - 2021 (< 1 year)

Augusta County Clerk Of Court

2021 - 2021 (< 1 year)

Sage Outdoor Adventures

2020 - 2020 (< 1 year)

U.S. Census Bureau

2019 - 2021 (2 years)

Alpha Financial Advisors LLC

2018 - 2018 (< 1 year)

Eplus Technologies

2017 - 2021 (4 years)

James Madison University

2013 - 2017 (4 years)

Loudoun County Public Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Culley Hess 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 Alpha Financial Advisors, LLC

Culley Hess
Mc Lean, VA
Leslie Tovar Resido
Mc Lean, VA
Eric Hess
Mc Lean, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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