Katherine Stevick
Align Financial Planning · Southern Pines, North Carolina
Katherine Stevick is a fee-only financial advisor at Align Financial Planning in Southern Pines, North Carolina. Katherine charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $8,000 a year and one-time plans from $1,200) and focuses on small business owners and flat-fee planning.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Align Financial Planning |
|---|---|
| Based in | Southern Pines, North Carolina |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $8,000 a year · One-time plans from $1,200 · $350 an hour |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 49 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6289117 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.alignfinancialplanning.com |
| Profile |
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Questions about Katherine
Is Katherine Stevick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Align Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Katherine charge?
According to Align Financial Planning's website, checked October 30, 2026: ongoing planning from $8,000 a year; one-time plans from $1,200; $350 an hour.
Where is Katherine Stevick based?
Katherine Stevick is based in Southern Pines, North Carolina.
What does Katherine specialize in?
Katherine's specialties include small business owners and flat-fee planning. Katherine works with founders and high earners.
Is Katherine Stevick registered with the SEC?
Yes. Katherine Stevick is registered as an investment adviser representative in NC (CRD 6289117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Align Financial Planning manage?
Align Financial Planning reports $2.8M across 49 accounts in assets under management.
How do I contact Katherine Stevick?
Through Katherine's website, www.alignfinancialplanning.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 Financial Planning 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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