Alec P. Tuckman

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About Alec P. Tuckman

Alec P. Tuckman, financial podcaster, blogger, public speaker, author and wealth manager, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc., a firm specializing in the needs of the Southern Californian. As a graduate of The University of Wisconsin-Madison and The American College of Financial Services, he began his career in 1994 at Goldman Sachs in the Asset Management Department in New York City. He is the host of "The Financial Fundamentals Show" podcast combining humor and financial education. Alec co-authored the book, "Retire Like A Shark," with Kevin Harrington from the national televised show, "Shark Tank." Alec specializes in hedging and buffered investment strategies to help clients mitigate market risk while pursuing long-term growth.

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General Information

Firm Start Year

2019

No. of Employees

automated call

CRD#

6770924

Firm CRD#

306780

Insurance License#

0I98164

Name of Broker/Dealer

Charles Schwab

Name of Custodial Firm

Charles Schwab

States Licensed in

CA, VA, PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Foreign Languages Serviced

English, Tagalog

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®, ChFC^®, CRC^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health, Annuity

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$19,389,311

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$19,389,311

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

Hourly Rate

$250.00

Additional Details on Charges

Our cost for a one time Financial Planning Only Client is a flat $3,000/plan. Financial Plans consist of a booklet of approximately 30-50 pages of chart and graph projections, including Monte Carlo simulations. We strongly recommend yearly updates since your plan is not static, just like your life is always changing.

Minimum Fee Charged for Hourly Planning Accounts

$250.00/hour

Education

Bachelor of the Arts - Liberal Arts

University of Wisconsin, Madison
08/01/1990 -12/31/1993

Chartered Financial Consultant - Finance

The American College of Financial Services
07/01/2020 -7/31/2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889525/paladinregistry-Wealth-Management-Partners-of-Los-Angeles,-Inc.-detailed-disclosure.html

Disclaimer

Third-Party Referral Disclosure. We may receive prospective client inquiries from third-party lead generation services, including WiserAdvisor. These services match individuals seeking financial guidance with advisors based on information provided by the user. We do not control the content, accuracy, or completeness of information submitted by prospective clients through these platforms. Any information received is subject to verification and further discussion before any advisory relationship is established. Our firm is an independent financial advisor and is not affiliated with or endorsed by WiserAdvisor. Any advisory relationship is established solely between our firm and the client, and not with any third-party referral service. No investment advice is provided until a formal advisory agreement has been executed. Referral and Compensation Disclosure. We may pay a fee to third-party referral services, including WiserAdvisor, for introducing prospective clients to our firm. Any such fees are paid by our firm and do not result in additional charges to the client. All advisory services are provided in accordance with applicable laws and regulations. Prospective clients are encouraged to review our Form ADV for additional information regarding our services, fees, and conflicts of interest. No Advisory Relationship. Submission of information through this form or any third-party platform does not establish an advisor-client relationship. An advisory relationship is only formed after all required documentation is completed and a formal agreement is signed.

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Paladin Research Report For:

Wealth Management Partners of Los Angeles, Inc.