Hazel Secco
Align Financial Solutions · Hoboken, New Jersey
Hazel Secco is a fee-only financial advisor at Align Financial Solutions in Hoboken, New Jersey, who holds the CDFA and CFP credentials. Hazel charges an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- High earners
- Founders
Facts
| Firm | Align Financial Solutions |
|---|---|
| Based in | Hoboken, New Jersey |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $25.1M across 56 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6233372 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | alignfinancialsolutions.com |
| Profile |
How Hazel's firm compares
- Ongoing planning starts at $12,000 a year, above the New Jersey median of $7,450 for fee-only firms that publish prices.
- Align Financial Solutions's average account is about $448,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Hazel
Is Hazel Secco a fee-only financial advisor?
Yes. Hazel Secco is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hazel's firm.
How does Hazel charge for financial advice?
Hazel charges an ongoing planning fee.
How much does Hazel charge?
According to Align Financial Solutions's website, checked October 28, 2026: ongoing planning from $12,000 a year.
Does Hazel work with clients virtually?
Yes. Align Financial Solutions says on its website that it works with clients remotely.
Where is Hazel Secco based?
Hazel Secco is based in Hoboken, New Jersey.
What does Hazel specialize in?
Hazel's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and pension planning. Hazel works with executives, retirees, pre-retirees, high earners and founders.
What credentials does Hazel Secco hold?
Hazel Secco holds the CDFA and CFP credentials.
Is Hazel Secco registered with the SEC?
Yes. Hazel Secco is registered as an investment adviser representative in NJ (CRD 6233372), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Align Financial Solutions manage?
Align Financial Solutions reports $25.1M across 56 accounts in assets under management.
How do I contact Hazel Secco?
Through Hazel's website, alignfinancialsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Hoboken
Other advisors in New Jersey who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Align Financial Solutions website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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