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 based in Mc Lean, Virginia, working with Alpha Financial Advisors, LLC. Culley has previously held positions 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. Culley has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Culley is part of Alpha Financial Advisors, LLC, which operates out of Mc Lean, Virginia. The firm has 6 employees and manages assets totaling $168.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Alpha Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

$168,207,247

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

6

VA Average: 32
Total Number of Accounts

421

VA Average: 1,458
Average Account Size

$399,542

VA Average: $1,258,785

Investment Advisory Services

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

Culley Hess Work History

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

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
Nirvan Khaksarfard
Mc Lean, VA
Leslie Tovar Resido
Mc Lean, VA
Eric Hess
Mc Lean, VA

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.

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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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