Firm
Aligne Wealth Advisors Investment Management (awaim)
Los Angeles, California
Fee-only
Aligne Wealth Advisors Investment Management (awaim) at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 5 employees and 209 individual clients, 105 of them high net worth.
- Its average account is about $656,000 (assets it manages divided by its 342 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370 |
| Phone | (310) 795-0622 |
Aligne Wealth Advisors Investment Management (awaim) fees
Aligne Wealth Advisors Investment Management (awaim) doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $224 million |
| Individual clients | 104 |
| High-net-worth clients | 105 |
| Accounts managed | 342 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-125833) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 321735 |