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Alexis Zofia Bonder

Schwab Wealth Advisory, Inc.

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About Alexis Zofia Bonder

Alexis Zofia Bonder is a Registered Representative associated with Schwab Wealth Advisory, Inc. Alexis Bonder is located in Westlake, Texas and has been in the industry since August 2024. Alexis Bonder is currently registered with Schwab Wealth Advisory, Inc. to offer securities and advisory services in Texas. Alexis Bonder has passed the Uniform Combined State Law Examination. Alexis Bonder was previously employed with Charles Schwab & Co., Inc., Fidelity Investments, FB Credit Services and Unemployed.

Firm Information

Alexis Bonder is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Alexis Bonder’s Registration & Firm History

TX

10/18/2024 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexis Zofia Bonder.
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