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Culley Smith Hess

Alpha Financial Advisors, LLC

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About Culley Smith Hess

Culley Smith Hess is an Investment Advisor Representative with Alpha Financial Advisors, LLC, located in McLean, Virginia. Culley Hess is a Certified Financial Planner and holds a Series 65 license. Culley Hess has worked in the financial services industry since June 2019.

Firm Information

Culley Hess is currently registered with Alpha Financial Advisors, LLC. Alpha Financial Advisors, LLC is an investment advisor registered with the SEC and located in McLean, VA. They manage approximately $192,893,726 in assets for 452 accounts. The firm primarily serves individuals and provides financial planning and portfolio management services.
Alpha Financial Advisors, LLC

8260 GREENSBORO DRIVE

MCLEAN, VA 22102

$192.89M

Assets Under Management

Not reported

Total Clients

3

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Culley Hess’s Registration & Firm History

VA

01/12/2023 - Present

Alpha Financial Advisors, LLC (MCLEAN VA)

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Licenses & Designations

IA

Issued 12/20/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Culley Smith Hess.
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