Firm
Align Financial Planning
Southern Pines, North Carolina
Fee-only
Facts
| Based in | Southern Pines, North Carolina |
|---|---|
| Website | alignfinancialplanning.com |
| Phone | (830) 998-9006 |
Align Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| One-time plan | From $1,200 |
| Hourly | $350 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Annual Planning fee from $8,000/year, billed quarterly in arrears" source
"Packages for specific questions start at $1200" source
"Hourly Fee: $350/hour" source
"Annual Planning fee from $8,000/year, billed quarterly in arrears" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 324318 |