Advisory Services Network
39yrs
Top 5% by experience in Florida
7yrs
Alexander Ruby is a fiduciary financial advisor in W. Palm Beach, Florida, with 7 years in the industry. Alexander joined Asset Planning in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Alexander holds the ChFC designation.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1615 Forum Place Suite 1a, W. Palm Beach, FL 33401
FirmAsset Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$757,223
Advisors at the firm2
States licensed ?1 state
Services through Asset Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowAsset Planning CorporationCurrent firm
Contact Alexander
(561) 689-5724Asset Planning main office 1615 Forum Place Suite 1aW. Palm Beach, FL 33401Office · Get directions
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Questions to ask Alexander
Tailored to Alexander’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alexander
How do I contact Alexander?
Call Asset Planning at (561) 689-5724 and ask for Alexander Ruby. Alexander works from the W. Palm Beach, FL office.
How long has Alexander been a financial advisor?
Alexander has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Alexander hold?
Series 66. Tap any license on this page to see what it allows.
Is Alexander a fiduciary?
Alexander is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alexander paid?
Asset Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alexander for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.