Alex Bethune, CFP®, CEPA®
Financial planning for business owners and working professionals | Fiduciary
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Financial planning for business owners and working professionals | Fiduciary
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Estate Planning
- Exit Planning
- Getting out of Debt
- Prioritizing Money
- Retiring Early (F.I.R.E)
- Risk Management
- Saving for College
- Tax-Smart Accumulation Planning
- Wealth Management
About Alex Bethune, CFP®, CEPA®
Hi, I'm Alex Bethune, Founder and Senior Financial Advisor of Money Planning.I'm a CERTIFIED FINANCIAL PLANNER® (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 working 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. We aim to build wealth, not just manage it.
Before starting Money Planning, I worked at several financial planning firms, including Ernst & Young, LLP, Instrumental Wealth, and ProVise Management Group, which gave me a versatile 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), remain active in the FGCU Tampa Alumni chapter, and am 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 Based
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Working hard is important, but working smart and hard can be an exponential amplifier. That is where thoughtful financial direction can make a tremendous difference. During our first meeting, I’ll learn more about you, your family, and what has changed financially. We’ll talk through what you hope to accomplish, the questions or concerns on your mind, and where professional direction may be helpful. My role is to help families make the most of the seemingly small decisions and dollars today that can compound into much larger outcomes over time. There is no pressure or obligation to move forward, just an open conversation to determine whether we are the right fit. Click the “Book Intro Call” button above to schedule your complimentary conversation. No complicated preparation is necessary! Simply come ready to share what is on your mind. I look forward to learning more about you and your family. =)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 working 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
Volunteer Experience
FGCU Alumni Association | Tampa - Chapter President & ProVisors | Tampa Westshore - Group Leader
Hobbies and Interests
- Camping
- Canoeing
- Exercising
- Family
- Fishing
- Football
- Hiking
- History
- Hockey
- Hunting
- Outdoor Activities
- Pickleball
- Sports
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- DIY Investors
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Gen Z
- High Net Worth
- Mid-Career Professionals
- Sales Professionals
- Startup Employees
- Technology Professionals
- Travel Lovers
- Young Families
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