Advisor at Align Financial, LLC
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
Palm Beach Gardens, FL
Credentials
CFP®, Series 66
Industry experience
5 years
Troy Katterheinrich is a CFP® with five years of industry experience, currently serving as an advisor at Align Financial, LLC. He previously worked at Agile Retirement Management, Strategic Financial Concepts, Merit Financial Group, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary in the State of Florida. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines in-house planning with access to third-party managers and uses a long-term, buy-and-hold investment approach supplemented by fundamental, technical, and cyclical analysis.
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
Palm Beach Gardens, FL
Florida · Texas
Align Financial, LLC
2025 - Present (1 year)
Agile Retirement Management / Strategic Financial Concepts
2023 - 2025 (2 years)
Merit Financial Group, LLC
2020 - 2023 (3 years)
Stratos Wealth Partners, LTD
2020 - 2020 (1 year)
LPL Financial, LLC
2018 - 2023 (5 years)
Spanish River Christian School
2017 - 2018 (1 year)
Christ Fellowship Church
2016 - 2017 (1 year)
Palm Beach Atlantic University
2013 - 2016 (3 years)
Palm Beach Atlantic University
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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