Advisor at Align Financial Planning
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Firm
Align Financial Planning
Location
Southern Pines, NC 28387
Credentials
Series 63, Series 65
Industry experience
10 years
Katherine Stevick is a financial advisor at Align Financial Planning with 10 years of industry experience. She holds Series 63 and Series 65 designations. Prior to founding Align Financial Planning, she worked at Massmutual Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she owns and manages a bed-and-breakfast and event space in Fayetteville, North Carolina. Align Financial Planning serves individuals, households, employer plan sponsors, charitable organizations, and businesses with investment management and financial planning services. The firm uses a mix of passive and active asset-allocation strategies, offers retirement plan consulting, and provides educational seminars and optional tax preparation through a third-party provider.
Based on Align Financial Planning
Based on Align Financial Planning
Project-based financial planning fixed fees range from $750 to $12,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$350 per hour for project-based financial planning.
Fee-only: Financial planning fees: $2,000 upfront onboarding fee plus $2,000 per quarter ongoing fee ($8,000 annually). Project-based planning fees: fixed fees $750–$12,000; hourly rate $350/hour.
175 E New Hampshire Ave
Southern Pines, NC 28387
North Carolina
Align Financial Planning LLC
2023 - Present (3 years)
Massmutual Life Insurance Co
2020 - 2023 (3 years)
Mml Investors Services Llc
2020 - 2023 (3 years)
First Command Advisory Services
2014 - 2020 (6 years)
First Command Insurance Services, inc.
2014 - 2020 (6 years)
First Command Financial Planning, Inc.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Southern Pines, NC
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Tactical Wealth Partners
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Dreher Financial Partners
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