Firm
Align Financial Solutions
Hoboken, New Jersey
Fee-only
Align Financial Solutions at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 13 individual clients, 8 of them high net worth.
- Its average account is about $448,000 (assets it manages divided by its 56 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the New Jersey median of $7,450.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Hoboken, New Jersey |
|---|---|
| Website | alignfinancialsolutions.com |
| [email protected] | |
| Phone | (201) 655-6572 |
Align Financial Solutions fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"For most clients the fee is $12,000 a year or more." source
"For most clients the fee is $12,000 a year or more." 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 | $25 million |
| Individual clients | 5 |
| High-net-worth clients | 8 |
| Accounts managed | 56 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 329945 |
Advisors at this firm (1)
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