Firm
Aligning Wealth
Jersey City, New Jersey
Fee-only
Aligning Wealth 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 16 individual clients.
- Its average account is about $102,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Jersey City, New Jersey |
|---|---|
| Website | aligningwealth.com |
| [email protected] | |
| Phone | (201) 380-0215 |
Aligning Wealth fees
Aligning Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 16 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 314838 |