Advisor at Align Financial, LLC
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Scott Sanborn is a Series 65-licensed financial advisor at Align Financial, LLC with three years of industry experience. Prior to joining Align Financial, he worked at Strategic Financial Concepts and Lone Star Analysis. Sanborn served in the United States Military for 30 years before transitioning to the financial industry. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines fundamental, technical, and cyclical analysis within a mostly long-term, buy-and-hold approach, incorporating AI-assisted tools alongside human review in its advisory process.
Based on Align Financial, LLC
Based on Align Financial, LLC
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
Mercer, WI
Florida · Texas · Wisconsin
Align Financial, LLC
2025 - Present (1 year)
Strategic Financial Concepts
2022 - 2025 (3 years)
Lone Star Analysis
2018 - 2022 (4 years)
Extended Post, Military Travel
2017 - 2017 (1 year)
United States Military
1987 - 2017 (30 years)
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