Alex Alonso
Fee-only financial advisor in Tampa, Florida
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SYKON Capital Alex Alonso
Tampa, FL
Serving Clients Nationwide
Fee-only financial advisor in Tampa, Florida
0 out of 5 Stars
Jump to Reviews Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Alex Alonso
Hi, I'm Alex. As a Wealth Advisor with a dedicated focus on entrepreneurs and stock-compensated professionals, I am committed to taking the time to understand each of my clients and the surrounding community they are a part of.I specialize in working with business owners and stock-compensated employees, the people whose net worth seems to be buried in spreadsheets, stock options, and “vesting schedules” they don’t have time to decipher. Whether you’re juggling RSUs, ESPPs, IPO lockups, or wondering how much of your own company’s stock is too much, I’m here to help you build a strategy that actually makes sense for your life (and your tax bill).
I became a financial advisor because I’ve seen too many athletes and entrepreneurs make millions… only to wonder where it all went a few years later. Growing up in a family of top-performing athletes, I learned early on that making money and keeping money are two very different skills.
My mission? To help my clients build lasting wealth so they don’t end up Googling “best side hustles” after a multi-million-dollar career.
Professional Designations
- Master of Business Administration (MBA)
Primary Location
Tampa, Florida
Additional Locations
📍 500 Mamaroneck Ave, Suite 435 Harrison, NY 10528
📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.Offers Investment Management
Yes
About SYKON Capital
At SYKON Capital, we are a fee-only financial advisor based in New York with offices in Tampa and Palm Beach, serving individuals, families, and institutions who see the value of helping minimize downside risk.We uphold the highest standard of care in the industry and do things in a way that maximizes choice, clarity, and growth potential for YOU, not us.
SYKON Capital was founded with a vision to not only offer unparalleled solutions for our clients, but to completely align our values with theirs. Our core values are prudence, independence, fairness, creativity, and ingenuity.
Our Services
✔️ Wealth Management
A holistic approach to managing your financial resources.
✔️ Financial Planning
A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values and priorities.
✔️ Investment management
Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.
✔️ Tax & Estate Planning Coordination
Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.
Education
Queens University of Charlotte, MBA, Finance; Bachelor's Degree, Finance
Hobbies and Interests
- Baseball
- Beach
- Board Games
- Computer
- Cooking
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Pickleball
- Reading
- Video Games
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Individuals
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Professional Athletes
- Remote Workers
- Sales Professionals
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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Get answers to frequently asked questions regarding the services offered by Alex Alonso View Disclosures
FAQs
What makes you different?
There are three things that set us apart: We go beyond dollars and cents by aligning your financial plan with your values and the life you want to live. Our team-based approach means you’re supported by the expertise of the whole SYKON team, with integrated financial planning, investments, tax strategy, and estate planning all under one roof. Because we’re independent, fee-only fiduciaries, every decision is made in your best interest.
What if my financial advisor isn’t available?
A core tenet of our team approach is that clients are never left waiting on one person. We work as a team, and each member brings their own area of expertise to the table. That means whether your advisor is tied up or out of office, another member of our team will already know who you are, understand your situation, and be ready to step in seamlessly. In fact, part of the SYKON experience is getting to know multiple team members over time. You’ll have a team of professionals who can anticipate your needs and provide consistent, high-quality guidance so you always feel supported and connected.
How do you charge?
We charge either a percentage of your assets or a flat fee. All fees will be presented to you in a clear and transparency way prior to working together and at all times during the relationship. We are fee-only fiduciaries who are bound to put your interests before our own. We follow the fiduciary standard, the highest standard of care in the industry, in all matters concerning our practice. We do not accept commissions as a compensation method.
Do I have to live in New York or Florida?
We work with clients across the country.
Is there a minimum account size?
We work with clients of all portfolio sizes. There is no minimum. Upon request, we are able to provide planning-only services where we solely provide financial planning without managing your assets.
Where will my money be held?
Your assets will be held at the custodians, Charles Schwab and Goldman Sachs.