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RIA / WealthAdvisor14 years in industry

ALEX MICHAEL HILBERT

Advisor at LIFE STORY WEALTH PLANNING

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:9d726a9e-7d2c-cffc-5dc4-0dc8dc095c32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 21, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFE STORY WEALTH PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 25, 2012
First registration: Jun 21, 2012
Dual registered: no
Other names: ALEX HILBERT
IAPD individual key: 5993000

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFE STORY WEALTH PLANNING	State registered	Nov 18, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Sep 21, 2022	Dec 3, 2024	no	SCOTTSDALE, AZ	Previous registration
HILBERT FINANCIAL GROUP, LLC	n/a	Dec 19, 2014	Dec 13, 2021	no	MAULDIN, SC	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 21, 2012	Apr 15, 2014	no	SAN DIEGO, CA\|PIEDMONT, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	LIFE STORY WEALTH PLANNING	Dec 3, 2024	Nov 18, 2024	-15	Firm change	Ibd to state RIA
HILBERT FINANCIAL GROUP, LLC	VANGUARD ADVISERS, INC.	Dec 13, 2021	Sep 21, 2022	282	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	HILBERT FINANCIAL GROUP, LLC	Apr 15, 2014	Dec 19, 2014	248	Firm change	Other

Relationships

Registered with (4)

→ LIFE STORY WEALTH PLANNINGRegistered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Sep 21, 2022 to Dec 3, 2024factForm ADV
→ HILBERT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Dec 19, 2014 to Dec 13, 2021factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 21, 2012 to Apr 15, 2014factForm ADV

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
Alex Michael Hilbert left Vanguard Advisers, Inc. for Life Story Wealth Planning (registered 2024-11-18)
Form ADVobserved 6 days ago