Fee-only adviser · Savannah, GA
Alpha Financial Management, Inc.
Alpha Financial Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Savannah, Georgia. On its latest Form ADV, filed October 2, 2026, it reports $109M in regulatory assets under management, 115 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 125800 · SEC file 801-135795 |
| Office | 7505 Waters Avenue Suite E-1 Savannah, GA 31406 |
| Phone | (912) 353-9343 |
| Website | www.alpha-sav.com |
| Regulatory assets under management | $109M |
| Individual clients | 80 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Savannah
- Chatham Capital Group Inc $878M
- Bull Street Advisors $272M
- KCG Investment Advisory Services LLC $52M
- Trimaran Capital $72M
- Wassaw Sound Management, LLC $123M
- Abacus Wealth Factors, LLC $2.9M
See all 10 fee-only advisers in Savannah →
Nearby
- Tybee Island 1 firm
- Bluffton 9 firms
- Hilton Head 1 firm
- Hilton Head Island 2 firms
- Okatie 2 firms
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