Alexander Robert Price
Investment adviser representative at Hb Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCNov 2021 to Jan 2025
- The Financial ConsulateJan 2017 to Nov 2021
- Fox Hollow Golf CourseJul 2014 to Jan 2017
- Towson UniversityMay 2012 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7113592
- Firm CRD
- 316731