# Giulia King

> Giulia King is a fee-only financial advisor at Align WMGMT in Tucson, Arizona. Giulia focuses on retirement planning, tax planning and estate & legacy planning. Align WMGMT reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/giulia-king/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Align WMGMT
- **Based in:** Tucson, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $116.7M across 153 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7826706 (https://adviserinfo.sec.gov/individual/summary/7826706)
- **SEC registration:** Investment adviser representative in AZ, CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.alignwealthmgmt.com/

## Frequently asked questions

### Is Giulia King a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Giulia holds no broker registration, and Align WMGMT reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Giulia charge for financial advice?

Giulia's firm, Align WMGMT, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Giulia King based?

Giulia King is based in Tucson, Arizona.

### What does Giulia specialize in?

Giulia's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Giulia King registered with the SEC?

Yes. Giulia King is registered as an investment adviser representative in AZ and CA (CRD 7826706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Align WMGMT manage?

Align WMGMT reports $116.7M across 153 accounts in assets under management.

### How do I contact Giulia King?

Through Giulia's website, www.alignwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7826706): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.alignwealthmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.