Giulia King
Align WMGMT · Tucson, Arizona
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.
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Specialties
Facts
| Firm | Align WMGMT |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $116.7M across 153 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 7826706 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alignwealthmgmt.com |
How Giulia's firm compares
- Align WMGMT's average account is about $763,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Giulia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Align WMGMT website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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