Erin Coe
Advisor at Align Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Align Financial, LLC
Location
Moseley, VA
Credentials
CFP®, Series 65
Industry experience
3 years
About
Erin Coe is a CFP® with three years of industry experience, currently serving as an advisor at Align Financial, LLC. Her prior experience includes roles at Intuit Inc. and Kraft Financial, LLC, as well as operating Coe Finance for over a decade. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework supplemented by short-term trading when appropriate. The firm operates from multiple offices and integrates AI-assisted analytic tools alongside human review in its advisory process.
Client services
Based on Align Financial, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Align Financial, LLC
General retirement planning
Retirement income strategy
Annuities
Fee options
Flat fee for stand-alone financial planning and retirement planning, fees up to $20,000
Account minimum: $17,500 annual advisory fee Minimum fee: Annual minimum advisory fee of $17,500 for new clients Fee-only: Flat fee retirement planning fees up to $20,000; annual review fees at 75% of initial rate if within 18 months
Location
Moseley, VA
Most active in
Erin C has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Align Financial, LLC
2024 - Present (2 years)
Intuit Inc.
2024 - 2024 (1 year)
Kraft Financial, LLC
2022 - 2023 (1 year)
Kraft Financial LLC
2021 - 2023 (2 years)
Coe Finance
2016 - 2021 (5 years)
Coe Finance
2005 - 2016 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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