Jenna VanLeeuwen
Aligning Wealth · Jersey City, New Jersey
Jenna VanLeeuwen is a fee-only financial advisor at Aligning Wealth in Jersey City, New Jersey, who holds the CEPA and CFP credentials. Jenna focuses on retirement planning and founders (pre-exit). Aligning Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
Facts
| Firm | Aligning Wealth |
|---|---|
| Based in | Jersey City, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.0M across 39 accounts |
| Credentials | CEPA · CFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 6560683 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aligningwealth.com |
| Profile |
How Jenna's firm compares
- Aligning Wealth's average account is about $102,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Jenna
Is Jenna VanLeeuwen a fee-only financial advisor?
Yes. Jenna VanLeeuwen is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jenna's firm.
How does Jenna charge for financial advice?
Jenna's firm, Aligning Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Jenna work with clients virtually?
Yes. Aligning Wealth says on its website that it works with clients remotely.
Where is Jenna VanLeeuwen based?
Jenna VanLeeuwen is based in Jersey City, New Jersey.
What does Jenna specialize in?
Jenna's specialties include retirement planning and founders (pre-exit). Jenna works with retirees, pre-retirees, founders and mid-life transitions.
What credentials does Jenna VanLeeuwen hold?
Jenna VanLeeuwen holds the CEPA and CFP credentials.
Is Jenna VanLeeuwen registered with the SEC?
Yes. Jenna VanLeeuwen is registered as an investment adviser representative in NJ, NY and TX (CRD 6560683), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Aligning Wealth manage?
Aligning Wealth reports $4.0M across 39 accounts in assets under management.
How do I contact Jenna VanLeeuwen?
Through Jenna's website, aligningwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Jersey City
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Aligning Wealth 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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