Align Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$433,731,160
Total clients
188
56% high-net worth
Total advisors
5
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
38
Average account size
$2,307,081
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Align Financial, LLC
4960 Miller Trunk Hwy, #600
Hermantown MN 55811, United States
Number of offices
5
Quick links
Advisors at this firm
Tanya N
CFP®, Series 63, Series 66
Hermantown, MN
Align Financial, LLC
Troy K
CFP®, Series 66
Hermantown, MN
Align Financial, LLC
Roger W
CFP®, Series 63, Series 65
Mansfield, TX
Align Financial, LLC
Erin C
CFP®, Series 65
Hermantown, MN
Align Financial, LLC
Scott S
Series 65
Mercer, WI
Align Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")