Alex Bethune, CFP®, CEPA®
Financial planning for business owners and working professionals | Fiduciary
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Serving Clients Nationwide
Financial planning for business owners and working professionals | Fiduciary
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Employee Benefits
- Equity Compensation Options
- Exit Planning
- Retirement Income Planning
- Taxes
About Alex Bethune, CFP®, CEPA®
Hi, I'm Alex Bethune, Founder and Senior Financial Advisor of Money Planning.I'm a CFP® professional and a Certified Exit Planning Advisor (CEPA®). I built Money Planning around a simple idea: financial planning should be accessible and transparent, not reserved for people who already have a large investment portfolio.
I work with young professionals and business owners to bring clarity to cash flow, equity compensation, employee benefits, taxes, and business transitions, offering subscription-based planning with no investment minimums so more people can get real, ongoing advice.
Before starting Money Planning, I worked in the financial services industry at firms including Ernst & Young Investment Advisers, Instrumental Wealth, and Provise Management Group, which gave me a broad view of how planning, benefits, and investment advice fit together for both individual clients and small business owners. That experience, combined with my CEPA training through the Exit Planning Institute, shapes how I help business owner clients think through cash flow, compensation, and eventual transition planning well before a sale or succession event is on the horizon.
I'm a graduate of Florida Gulf Coast University (Class of 2015) and remain active in the FGCU Tampa alumni chapter, and I'm also a Group Leader with ProVisors, a professional referral community of attorneys, accountants, and other trusted advisors in the Tampa area. I'm based in Tampa, Florida, and I work with clients who want a straightforward, ongoing planning relationship rather than a one-time sales pitch.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
Tampa, Florida
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. Let’s talk through your situation, answer your questions, and tell you honestly whether we’re the right fit. No prep, no pressure, no obligation to move forward. I look forward to speaking with you.Offers Investment Management
Yes
About Money Planning
Money Planning is a Tampa, Florida-based financial planning firm, built to help young professionals and business owners align their money with their life goals.Who We Serve
We work primarily with young professionals and business owners who want clarity around their finances without needing a large investment account to get started. Our clients are often navigating equity compensation, employee benefits decisions, tax questions, cash flow planning, or an eventual business transition.
Our Services
Our planning engagements focus on the real-life issues that affect our clients most: cash flow management, evaluating and understanding equity compensation, reviewing employee benefits and plan documents, tax planning strategies, and business transition and exit planning for owners who are thinking ahead to a future sale or succession.
Transparent Pricing
We offer subscription-based planning with no investment minimums, so clients can access ongoing advice for a predictable recurring fee rather than being required to hand over a portfolio for management before we can work together.
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Money Planning, LLC is a financial planning firm. Investment advisory services are offered through Zero Day Capital Enterprises, LLC, an SEC-registered investment adviser.
Education
Florida Gulf Coast University, Bachelor's Degree
Hobbies and Interests
- Family
- Football
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen Y / Millennials
- Sales Professionals
- Startup Employees
- Technology Professionals
- Young Families
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