Advisor at Align Financial, LLC
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Firm
Align Financial, LLC
Location
Hermantown, MN 55811
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment 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
4960 Miller Trunk Hwy, #600
Hermantown, MN 55811
Minnesota · Texas
Align Financial, LLC
2017 - Present (9 years)
Raymond James Financial Services Advisors Inc.
2014 - 2021 (7 years)
Raymond James Financial Services
2014 - 2021 (7 years)
Ascential Wealth Advisors
2014 - 2017 (3 years)
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Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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