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.
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
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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